Everhart Financial Group, Inc.

Position in CSX — Csx Corp

CIK 1852858 Dublin, OH

Position in CSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,892,264

+$284,788 QoQ

Shares Held

39,812

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#642

of 1,982 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,040,811 across 3 Railroads names. CSX ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	39,812	$1,892,264
2	UNP	Union Pacific Corp	4,257	$1,157,904
3	NSC	Norfolk Southern Corp	3,149	$990,643

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,892,264	39,812	+1.7%	Shares	Sole	2026-07-09
2026-03-31	$1,607,476	39,159	+11.3%	Shares	Sole	2026-04-09
2025-12-31	$1,275,093	35,175	+6.2%	Shares	Sole	2026-01-07
2025-09-30	$1,176,659	33,136	+11.1%	Shares	Sole	2025-11-04
2025-06-30	$973,418	29,832	-10.4%	Shares	Sole	2025-08-07
2025-03-31	$980,372	33,312	+4.8%	Shares	Sole	2025-04-16
2024-12-31	$1,025,379	31,775	-4.6%	Shares	Sole	2025-01-30
2024-09-30	$1,150,159	33,309	+4.3%	Shares	Sole	2024-11-04
2024-06-30	$1,067,790	31,922	+6.4%	Shares	Sole	2024-07-24
2024-03-31	$1,111,877	29,994	+7.0%	Shares	Sole	2024-05-13
2023-12-31	$971,522	28,022	-0.4%	Shares	Sole	2024-01-12
2023-09-30	$864,720	28,121	+6.3%	Shares	Sole	2023-10-25
2023-06-30	$902,115	26,455	+3.6%	Shares	Sole	2023-07-13
2023-03-31	$764,278	25,527	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$801,607	25,875	-7.2%	Shares	Sole	2023-02-09
2022-09-30	$742,536	27,873	+24.4%	Shares	Sole	2022-10-12
2022-06-30	$651,118	22,406	-5.7%	Shares	Sole	2022-07-12
2022-03-31	$889,474	23,751	+10.3%	Shares	Sole	2022-04-18
2021-12-31	$809,340	21,525	+5.2%	Shares	Sole	2022-01-21
2021-09-30	$608,301	20,454	+0.4%	Shares	Sole	2021-10-13
2021-06-30	$653,854	20,382	+197.3%	Shares	Sole	2021-07-16
2021-03-31	$660,959	6,855	-1.7%	Shares	Sole	2021-04-13
2020-12-31	$632,709	6,972	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.