Position in CSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$236,271
-$50,873 QoQ
Shares Held
4,971
-28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,549
of 1,982 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Joule Financial, LLC holds $655,695 across 2 Railroads names. CSX ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,542 | $419,424 | |
| 2 | CSX |
Csx Corp
This page
|
4,971 | $236,271 |
All Filings in CSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,271 | 4,971 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $287,144 | 6,995 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $253,568 | 6,995 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $209,082 | 5,888 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||