Position in FWRD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$566,385
+$19,835 QoQ
Shares Held
33,895
+55.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Creative Planning holds $113,860,825 across 13 Integrated Freight & Logistics names. FWRD ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
134,941 | $38,729,483 | |
| 2 | UPS |
United Parcel Service Inc
|
339,747 | $33,424,309 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
78,063 | $16,541,549 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
46,900 | $7,788,683 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
45,880 | $6,571,392 | |
| 6 | LSTR |
Landstar System Inc
|
34,086 | $5,464,326 | |
| 7 | HUBG |
Hub Group, Inc.
|
72,169 | $2,600,970 | |
| 8 | GXO |
GXO Logistics, Inc.
|
13,220 | $685,457 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,385 | 33,895 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $546,550 | 21,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $472,032 | 18,410 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $441,915 | 18,008 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||