Asset Planning,Inc

Position in CSX — Csx Corp

CIK 2048547 LOS ALAMITOS, CA

Position in CSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$336,417

+$25,505 QoQ

Shares Held

7,078

-6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,372

of 1,982 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset Planning,Inc holds $835,573 across 4 Railroads names. CSX ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	1,545	$420,240
2	CSX	Csx Corp This page	7,078	$336,417
3	NSC	Norfolk Southern Corp	250	$78,647
4	WAB	Westinghouse Air Brake Technologies Corp	1	$269

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,417	7,078	-6.5%	Shares	Sole	2026-07-27
2026-03-31	$310,912	7,574	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$274,340	7,568	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$268,562	7,563	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$246,584	7,557	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$222,196	7,550	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$243,444	7,544	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.