MAI Capital Management

Position in CVLG — Covenant Logistics Group, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in CVLG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$41,268

+$8,208 QoQ

Shares Held

1,520

+1.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

MAI Capital Management holds $1,352,723 across 14 Trucking names. CVLG ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAMT	Pamt Corp	57,476	$485,672
2	KNX	Knight-Swift Transportation Holdings Inc.	6,448	$371,275
3	ODFL	Old Dominion Freight Line, Inc.	1,264	$246,985
4	XPO	XPO, Inc.	367	$71,399
5	ARCB	Arcbest Corp /De/	543	$53,409
6	CVLG	Covenant Logistics Group, Inc. This page	1,520	$41,268
7	SAIA	Saia Inc	63	$22,130
8	RXO	RXO, Inc.	1,483	$21,681

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,268	1,520	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$33,060	1,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$32,490	1,500	0.0%	Shares	Sole	2025-11-10
2025-06-30	$36,165	1,500	0.0%	Shares	Sole	2025-08-12
2025-03-31	$33,300	1,500	+100.0%	Shares	Sole	2025-05-15
2024-12-31	$81,765	750	-88.9%	Shares	Sole	2025-02-14
2024-06-30	$668,963	6,786	-8.7%	Shares	Sole	2024-08-12
2024-03-31	$688,909	7,430	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$704,319	7,649	-1.5%	Shares	Sole	2024-02-09
2023-09-30	$681,253	7,768	-3.1%	Shares	Sole	2023-11-14
2023-06-30	$702,507	8,014	-20.8%	Shares	Sole	2023-08-02
2023-03-31	$716,900	10,120	-2.6%	Shares	Sole	2023-05-10
2022-12-31	$718,295	10,389	+22.5%	Shares	Sole	2023-02-09
2022-09-30	$486,866	8,482	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.