Position in GXO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,111,495
-$42,063 QoQ
Shares Held
21,923
-1.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#200
of 478 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GXO Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $12,820,264 across 7 Integrated Freight & Logistics names. GXO ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
71,187 | $7,652,602 | |
| 2 | FDX |
Fedex Corp
|
7,167 | $2,244,202 | |
| 3 | GXO |
GXO Logistics, Inc.
This page
|
21,923 | $1,111,495 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,668 | $597,809 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,362 | $507,662 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
10,624 | $69,905 |
All Filings in GXO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,495 | 21,923 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,153,558 | 22,248 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,296,153 | 24,623 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,253,492 | 23,700 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,075,929 | 22,093 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $756,079 | 19,347 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $806,620 | 18,543 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,288,679 | 24,749 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,131,755 | 22,411 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,069,555 | 19,895 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,560,496 | 25,515 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,319,918 | 22,505 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,295,662 | 20,625 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,085,898 | 21,520 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $951,773 | 22,295 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $428,222 | 12,214 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $502,278 | 11,608 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $233,210 | 3,269 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $756,068 | 8,324 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $601,948 | 7,674 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||