Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,985,960
+$529,305 QoQ
Shares Held
83,862
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#469
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $12,331,203 across 6 Railroads names. CSX ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
16,742 | $4,553,824 | |
| 2 | CSX |
Csx Corp
This page
|
83,862 | $3,985,960 | |
| 3 | NSC |
Norfolk Southern Corp
|
8,280 | $2,604,804 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,593 | $429,472 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
4,750 | $411,587 | |
| 6 | CNI |
Canadian National Railway Co
|
2,898 | $345,556 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,985,960 | 83,862 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,456,655 | 84,206 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,111,518 | 85,835 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,844,457 | 80,103 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,393,214 | 73,344 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,259,075 | 76,761 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,726,427 | 84,488 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,727,754 | 107,957 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,606,343 | 107,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,583,074 | 96,657 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,323,708 | 95,867 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,161,397 | 135,330 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,147,770 | 92,310 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,814,928 | 94,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,083,745 | 67,261 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,815,834 | 68,162 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,886,225 | 64,908 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,409,607 | 64,342 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,222,911 | 59,120 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,295,838 | 77,197 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,978,077 | 155,177 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,974,017 | 51,587 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,648,422 | 40,203 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,933,828 | 37,773 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,625,017 | 37,640 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,020,971 | 35,270 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||