Position in CSX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,709,132
+$1,037,696 QoQ
Shares Held
114,717
+13.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Mar 31, 2026Clearstead Advisors, LLC holds $86,874,055 across 7 Railroads names. CSX ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSC |
Norfolk Southern Corp
|
250,090 | $71,775,830 | |
| 2 | UNP |
Union Pacific Corp
|
29,979 | $7,273,504 | |
| 3 | CSX |
Csx Corp
This page
|
114,717 | $4,709,132 | |
| 4 | CNI |
Canadian National Railway Co
|
14,698 | $1,510,513 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
12,736 | $1,001,813 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,908 | $476,828 | |
| 7 | TRN |
Trinity Industries Inc
|
3,929 | $126,435 |
All Filings in CSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,709,132 | 114,717 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,671,436 | 101,281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,592,085 | 101,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,379,815 | 103,580 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,925,106 | 99,392 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,211,090 | 99,507 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,716,843 | 107,641 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,297,032 | 98,566 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,164,628 | 58,393 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,022,370 | 58,332 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,809,299 | 58,839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,012,343 | 59,013 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,705,202 | 56,954 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,707,524 | 55,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,409,335 | 52,903 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,560,580 | 53,702 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,004,061 | 53,513 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,011,712 | 53,503 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,613,454 | 54,252 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,705,661 | 53,169 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $580,609 | 18,065 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $580,981 | 19,206 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $600,492 | 23,194 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $539,183 | 23,194 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $423,905 | 22,194 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||