Position in HTLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$867
+$275 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 197 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $787,614 across 13 Trucking names. HTLD ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
1,874 | $405,908 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
3,065 | $238,671 | |
| 3 | XPO |
XPO, Inc.
|
571 | $117,220 | |
| 4 | SAIA |
Saia Inc
|
21 | $8,844 | |
| 5 | ARCB |
Arcbest Corp /Tx/
|
32 | $4,593 | |
| 6 | SNDR |
Schneider National, Inc.
|
124 | $4,529 | |
| 7 | WERN |
Werner Enterprises Inc
|
79 | $3,445 | |
| 8 | TFII |
TFI International Inc.
|
14 | $2,009 |
All Filings in HTLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867 | 57 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $592 | 57 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $514 | 57 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,650 | 197 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $457 | 53 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $350 | 38 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,997 | 178 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,719 | 140 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,726 | 140 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,454 | 102 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,498 | 102 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,673 | 102 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,623 | 102 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6 | 292 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,835 | 268 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,418 | 102 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,435 | 102 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,715 | 102 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,634 | 102 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,747 | 102 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,997 | 102 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,846 | 102 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,897 | 102 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,556 | 459 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,523 | 459 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||