Foundations Investment Advisors, LLC

Endowment

Position in CSX — Csx Corp

CIK 1743404 PHOENIX, AZ

Position in CSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,774,675

+$469,491 QoQ

Shares Held

37,338

+17.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#677

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $5,508,892 across 4 Railroads names. CSX ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	37,338	$1,774,675
2	NSC	Norfolk Southern Corp	5,414	$1,703,190
3	UNP	Union Pacific Corp	5,596	$1,522,112
4	CNI	Canadian National Railway Co	4,268	$508,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,774,675	37,338	+17.4%	Shares	Sole	2026-08-14
2026-03-31	$1,305,184	31,795	+7.0%	Shares	Sole	2026-05-11
2025-12-31	$1,077,422	29,722	+2.4%	Shares	Sole	2026-02-10
2025-09-30	$1,030,429	29,018	-26.6%	Shares	Sole	2025-11-03
2025-06-30	$1,290,288	39,543	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$1,164,927	39,583	-3.4%	Shares	Sole	2025-05-07
2024-12-31	$1,321,617	40,955	-11.1%	Shares	Sole	2025-01-22
2024-09-30	$1,591,107	46,079	-9.5%	Shares	Sole	2024-10-21
2024-06-30	$1,702,538	50,898	+36.8%	Shares	Sole	2024-08-02
2024-03-31	$1,378,929	37,198	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$1,203,603	34,716	-1.9%	Shares	Sole	2024-02-08
2023-09-30	$1,087,750	35,374	+10.9%	Shares	Sole	2023-10-05
2023-06-30	$1,087,278	31,885	+9.1%	Shares	Sole	2023-07-19
2023-03-31	$874,697	29,215	+1.9%	Shares	Sole	2023-04-25
2022-12-31	$888,351	28,675	+2.9%	Shares	Sole	2023-01-11
2022-09-30	$742,643	27,877	-5.5%	Shares	Sole	2022-10-19
2022-06-30	$857,095	29,494	+5.4%	Shares	Sole	2022-07-08
2022-03-31	$1,047,813	27,979	-15.0%	Shares	Sole	2022-04-19
2021-12-31	$1,237,904	32,923	-5.5%	Shares	Sole	2022-01-21
2021-09-30	$1,035,754	34,827	-0.1%	Shares	Sole	2021-10-13
2021-06-30	$1,118,244	34,858	+201.7%	Shares	Sole	2021-07-14
2021-03-31	$1,113,940	11,553	+0.2%	Shares	Sole	2021-04-09
2020-12-31	$1,046,710	11,534	-39.0%	Shares	Sole	2021-01-13
2020-09-30	$1,469,283	18,917	+58.3%	Shares	Sole	2020-10-07
2020-06-30	$833,533	11,952	-6.4%	Shares	Sole	2020-07-08
2020-03-31	$731,778	12,771	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.