Valeo Financial Advisors, LLC

Position in CSX — Csx Corp

CIK 1722641 CARMEL, IN

Position in CSX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,915,649

+$305,422 QoQ

Shares Held

40,304

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#636

of 1,978 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $7,900,339 across 5 Railroads names. CSX ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	11,554	$3,142,688
2	CSX	Csx Corp This page	40,304	$1,915,649
3	NSC	Norfolk Southern Corp	6,080	$1,912,707
4	WAB	Westinghouse Air Brake Technologies Corp	1,901	$512,509
5	CP	Canadian Pacific Kansas City Ltd/Cn	4,810	$416,786

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,915,649	40,304	+2.7%	Shares	Sole	2026-07-08
2026-03-31	$1,610,227	39,226	+0.3%	Shares	Sole	2026-05-08
2025-12-31	$1,418,172	39,122	-2.5%	Shares	Sole	2026-02-04
2025-09-30	$1,424,341	40,111	+16.1%	Shares	Sole	2025-11-03
2025-06-30	$1,127,464	34,553	-17.3%	Shares	Sole	2025-09-12
2025-03-31	$1,229,938	41,792	-9.8%	Shares	Sole	2025-04-30
2024-12-31	$1,495,520	46,344	-1.2%	Shares	Sole	2025-01-30
2024-09-30	$1,620,147	46,920	-1.0%	Shares	Sole	2024-10-10
2024-06-30	$1,585,396	47,396	+0.3%	Shares	Sole	2024-07-10
2024-03-31	$1,752,224	47,268	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$1,597,766	46,085	+16.7%	Shares	Sole	2024-01-29
2023-09-30	$1,214,225	39,487	-4.0%	Shares	Sole	2023-10-20
2023-06-30	$1,402,771	41,137	-8.1%	Shares	Sole	2023-07-14
2023-03-31	$1,339,695	44,746	+20.3%	Shares	Sole	2023-04-17
2022-12-31	$1,152,703	37,208	+15.5%	Shares	Sole	2023-02-09
2022-09-30	$857,834	32,201	+3.7%	Shares	Sole	2022-10-31
2022-06-30	$902,603	31,060	-2.5%	Shares	Sole	2022-08-03
2022-03-31	$1,193,606	31,872	+1.1%	Shares	Sole	2022-04-28
2021-12-31	$1,185,227	31,522	+2.7%	Shares	Sole	2022-01-07
2021-09-30	$913,107	30,703	+37.9%	Shares	Sole	2021-11-02
2021-06-30	$714,197	22,263	+203.0%	Shares	Sole	2021-07-22
2021-03-31	$708,494	7,348	+2.1%	Shares	Sole	2021-04-12
2020-12-31	$652,946	7,195	-0.7%	Shares	Sole	2021-02-11
2020-09-30	$562,719	7,245	+1.9%	Shares	Sole	2020-10-28
2020-06-30	$495,782	7,109	+4.9%	Shares	Sole	2020-07-20
2020-03-31	$388,150	6,774	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.