Position in KEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,978
+$9,690 QoQ
Shares Held
169
+69.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 464 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $252,703 across 13 Marine Shipping names. KEX ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
363 | $69,779 | |
| 2 | SFL |
SFL Corp Ltd.
|
6,026 | $61,465 | |
| 3 | CMRE |
Costamare Inc.
|
2,947 | $41,316 | |
| 4 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,475 | $38,350 | |
| 5 | KEX |
Kirby Corp
This page
|
169 | $22,978 | |
| 6 | SBLK |
Star Bulk Carriers Corp.
|
353 | $8,814 | |
| 7 | DAC |
Danaos Corp
|
45 | $5,506 | |
| 8 | ASC |
Ardmore Shipping Corp
|
128 | $1,793 |
All Filings in KEX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,978 | 169 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,288 | 100 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,797 | 98 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,111 | 241 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $29,146 | 257 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $1,269 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $61,215 | 500 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $3 | 31 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,883 | 31 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,886 | 31 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,237 | 31 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,710 | 33 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,193 | 33 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,356 | 44 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,651 | 130 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||