Position in LSTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$638,629
+$169,242 QoQ
Shares Held
3,088
+5.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#275
of 543 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,155,773 across 6 Integrated Freight & Logistics names. LSTR ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
34,737 | $3,734,227 | |
| 2 | FDX |
Fedex Corp
|
6,045 | $1,892,870 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,418 | $1,278,701 | |
| 4 | LSTR |
Landstar System Inc
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|
3,088 | $638,629 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,396 | $361,796 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,325 | $249,550 |
All Filings in LSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,629 | 3,088 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $469,387 | 2,928 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $394,312 | 2,744 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $310,689 | 2,535 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $356,864 | 2,567 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||