Position in FWRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,080
+$505 QoQ
Shares Held
80
+247.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 184 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Cornerstone Financial Management LLC holds $54,519 across 11 Integrated Freight & Logistics names. FWRD ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
56 | $17,535 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
86 | $14,016 | |
| 3 | UPS |
United Parcel Service Inc
|
103 | $11,072 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
25 | $3,775 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
14 | $2,636 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
5 | $1,447 | |
| 7 | CYRX |
Cryoport, Inc.
|
70 | $1,099 | |
| 8 | FWRD |
Forward Air Corp
This page
|
80 | $1,080 |
All Filings in FWRD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080 | 80 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $575 | 23 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||