Position in FDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,539,483
+$62,964 QoQ
Shares Held
8,110
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#608
of 1,932 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $21,510,919 across 8 Integrated Freight & Logistics names. FDX ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
144,972 | $15,584,489 | |
| 2 | FDX |
Fedex Corp
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|
8,110 | $2,539,483 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,119 | $1,529,131 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,469 | $674,819 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,712 | $604,981 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
916 | $265,117 | |
| 7 | LSTR |
Landstar System Inc
|
1,168 | $241,553 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
10,843 | $71,346 |
All Filings in FDX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,539,483 | 8,110 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,476,519 | 6,953 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,468,852 | 5,085 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $879,571 | 3,730 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $760,351 | 3,345 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $909,055 | 3,729 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $682,506 | 2,426 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $677,357 | 2,475 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $750,799 | 2,504 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $692,188 | 2,389 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $615,982 | 2,435 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||