Position in PAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,872
+$1,276 QoQ
Shares Held
275
+212.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 12 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAL Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $7,031,978 across 14 Integrated Freight & Logistics names. PAL ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
46,661 | $5,016,057 | |
| 2 | FDX |
Fedex Corp
|
2,571 | $805,057 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
1,301 | $376,548 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,997 | $376,114 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,263 | $190,713 | |
| 6 | LSTR |
Landstar System Inc
|
493 | $101,957 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
573 | $93,387 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
3,120 | $54,662 |
All Filings in PAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872 | 275 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $596 | 88 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||