Position in LSTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$51,702
+$11,625 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 543 holders
Holding Since
Dec 2023
11 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, 2026MONTAG A & ASSOCIATES INC holds $6,287,712 across 7 Integrated Freight & Logistics names. LSTR ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
13,906 | $4,024,813 | |
| 2 | UPS |
United Parcel Service Inc
|
9,899 | $1,064,142 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,033 | $947,915 | |
| 4 | FDX |
Fedex Corp
|
504 | $157,817 | |
| 5 | LSTR |
Landstar System Inc
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|
250 | $51,702 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
251 | $37,901 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
21 | $3,422 |
All Filings in LSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,702 | 250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $40,077 | 250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $35,925 | 250 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,640 | 250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,755 | 250 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $38,301 | 255 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $43,824 | 255 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,350 | 256 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $47,226 | 256 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $49,346 | 256 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $48,412 | 250 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||