Position in MATX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$69,779
+$269 QoQ
Shares Held
363
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 425 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MATX 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. MATX ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
This page
|
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
|
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 MATX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,779 | 363 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $69,510 | 424 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $57,327 | 464 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $48,604 | 493 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $49,216 | 442 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $39,732 | 310 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $40,182 | 298 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $109 | 1 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,589 | 63 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,819 | 62 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,699 | 62 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18 | 98 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,704 | 174 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,681 | 174 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,357 | 61 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $5,491 | 61 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,923 | 61 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,840 | 60 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,002 | 60 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $65,743 | 1,154 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $46,263 | 1,154 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $34,629 | 1,190 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $36,437 | 1,190 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||