Position in LSTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$370,396
+$144,767 QoQ
Shares Held
1,791
+10.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 543 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $16,777,207 across 6 Integrated Freight & Logistics names. LSTR ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
85,818 | $9,225,435 | |
| 2 | FDX |
Fedex Corp
|
14,603 | $4,572,637 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,926 | $1,425,732 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,760 | $869,760 | |
| 5 | LSTR |
Landstar System Inc
This page
|
1,791 | $370,396 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,922 | $313,247 |
All Filings in LSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,396 | 1,791 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $225,629 | 1,623 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||