Position in KEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$178,664
+$166,705 QoQ
Shares Held
1,314
+1360.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#357
of 467 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $465,744 across 8 Marine Shipping names. KEX ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
1,314 | $178,664 | |
| 2 | MATX |
Matson, Inc.
|
612 | $117,644 | |
| 3 | HSHP |
Himalaya Shipping Ltd.
|
6,426 | $85,851 | |
| 4 | SFL |
SFL Corp Ltd.
|
3,983 | $40,626 | |
| 5 | ASC |
Ardmore Shipping Corp
|
1,772 | $24,825 | |
| 6 | SB |
Safe Bulkers, Inc.
|
1,787 | $11,275 | |
| 7 | HOS |
Hornbeck Offshore Services, Inc.
|
602 | $5,261 | |
| 8 | CMRE |
Costamare Inc.
|
114 | $1,598 |
All Filings in KEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,664 | 1,314 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,959 | 90 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,026 | 91 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,435 | 47 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||