Position in CSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,336,859
+$547,326 QoQ
Shares Held
49,166
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#588
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026ALTFEST L J & CO INC holds $2,624,635 across 2 Railroads names. CSX ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
49,166 | $2,336,859 | |
| 2 | UNP |
Union Pacific Corp
|
1,058 | $287,776 |
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,336,859 | 49,166 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,789,533 | 43,594 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $361,847 | 9,982 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $343,772 | 9,681 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $315,891 | 9,681 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $284,911 | 9,681 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $324,765 | 10,064 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $347,509 | 10,064 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $336,640 | 10,064 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $398,910 | 10,761 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $381,543 | 11,005 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $297,690 | 9,681 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $508,669 | 14,917 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $446,106 | 14,900 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $460,982 | 14,880 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $452,906 | 17,001 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $932,012 | 32,072 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,198,250 | 31,996 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,200,605 | 31,931 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $947,932 | 31,874 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,020,368 | 31,807 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,025,233 | 10,633 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $962,948 | 10,611 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $818,486 | 10,538 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $733,247 | 10,514 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $600,962 | 10,488 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||