Kozak & Associates, Inc.

Position in CSX — Csx Corp

CIK 1764970 HIGHLANDS RANCH, CO

Position in CSX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$769,130

+$106,830 QoQ

Shares Held

16,182

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#994

of 1,982 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $805,187 across 3 Railroads names. CSX ranks #1 (95.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	16,182	$769,130
2	UNP	Union Pacific Corp	116	$31,552
3	CP	Canadian Pacific Kansas City Ltd/Cn	52	$4,505

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$769,130	16,182	+0.3%	Shares	Sole	2026-07-02
2026-03-31	$662,300	16,134	-3.5%	Shares	Sole	2026-04-14
2025-12-31	$606,281	16,725	+4.4%	Shares	Sole	2026-01-12
2025-09-30	$568,941	16,022	+49.8%	Shares	Sole	2025-11-18
2025-06-30	$349,010	10,696	+0.4%	Shares	Sole	2025-07-10
2025-03-31	$313,547	10,654	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$342,287	10,607	+0.4%	Shares	Sole	2025-01-06
2024-09-30	$364,947	10,569	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$352,295	10,532	-0.9%	Shares	Sole	2024-07-05
2024-03-31	$393,831	10,624	+0.3%	Shares	Sole	2024-05-17
2023-12-31	$367,155	10,590	+0.3%	Shares	Sole	2024-01-17
2023-09-30	$324,597	10,556	+1.6%	Shares	Sole	2023-10-17
2023-06-30	$354,196	10,387	+0.3%	Shares	Sole	2023-07-05
2023-03-31	$309,968	10,353	+0.4%	Shares	Sole	2023-04-03
2022-12-31	$319,527	10,314	+0.3%	Shares	Sole	2023-01-03
2022-09-30	$273,885	10,281	+0.3%	Shares	Sole	2022-10-12
2022-06-30	$297,748	10,246	+0.6%	Shares	Sole	2022-10-12
2022-03-31	$381,315	10,182	0.0%	Shares	Sole	2022-05-26
2021-12-31	$382,843	10,182	+0.3%	Shares	Sole	2022-03-11
2021-09-30	$302,039	10,156	+202.7%	Shares	Sole	2021-11-16
2020-12-31	$304,466	3,355	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.