Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,628,645
+$883,307 QoQ
Shares Held
118,423
+2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#402
of 1,982 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026AssuredPartners Investment Advisors, LLC holds $6,029,301 across 2 Railroads names. CSX ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
118,423 | $5,628,645 | |
| 2 | UNP |
Union Pacific Corp
|
1,473 | $400,656 |
All Filings in CSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,628,645 | 118,423 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,745,338 | 115,599 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,059,746 | 111,993 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||