Holos Integrated Wealth LLC

Position in CSX — Csx Corp

CIK 2080096 KENNETT SQUARE, PA

Position in CSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$167,305

+$22,809 QoQ

Shares Held

3,520

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,679

of 1,982 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Holos Integrated Wealth LLC holds $336,292 across 4 Railroads names. CSX ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	3,520	$167,305
2	NSC	Norfolk Southern Corp	420	$132,127
3	UNP	Union Pacific Corp	81	$22,032
4	WAB	Westinghouse Air Brake Technologies Corp	55	$14,828

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,305	3,520	0.0%	Shares	Sole	2026-07-15
2026-03-31	$144,496	3,520	0.0%	Shares	Sole	2026-04-08
2025-12-31	$127,600	3,520	0.0%	Shares	Sole	2026-01-05
2025-09-30	$124,995	3,520	0.0%	Shares	Sole	2026-01-05
2025-06-30	$114,857	3,520	0.0%	Shares	Sole	2025-08-13
2025-03-31	$103,593	3,520	0.0%	Shares	Sole	2025-08-08
2024-12-31	$113,590	3,520	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.