Position in FWRD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$114,767
-$27,184 QoQ
Shares Held
8,495
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 184 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BFSG, LLC holds $195,714 across 6 Integrated Freight & Logistics names. FWRD ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FWRD |
Forward Air Corp
This page
|
8,495 | $114,767 | |
| 2 | FDX |
Fedex Corp
|
100 | $31,313 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
|
2,375 | $15,627 | |
| 4 | UPS |
United Parcel Service Inc
|
140 | $15,050 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
75 | $14,125 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
32 | $4,832 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,767 | 8,495 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $141,951 | 8,495 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $163,875 | 6,555 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $168,070 | 6,555 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $191,534 | 7,805 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||