Position in FDX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$56,989
-$7,835 QoQ
Shares Held
182
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,717
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, 2026Bruce G. Allen Investments, LLC holds $323,424 across 9 Integrated Freight & Logistics names. FDX ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,918 | $206,185 | |
| 2 | FDX |
Fedex Corp
This page
|
182 | $56,989 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
146 | $23,795 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
89 | $13,439 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
59 | $11,112 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
16 | $4,630 | |
| 7 | GXO |
GXO Logistics, Inc.
|
78 | $3,954 | |
| 8 | LSTR |
Landstar System Inc
|
15 | $3,102 |
All Filings in FDX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,989 | 182 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $64,824 | 182 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $52,861 | 183 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $43,153 | 183 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $39,779 | 175 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $37,298 | 153 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $70,895 | 252 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $68,967 | 252 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $75,559 | 252 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $73,304 | 253 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $67,290 | 266 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||