Position in PAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$728,758
New position
Shares Held
107,013
first reported quarter
Ownership
0.381%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#34
of 115 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $992,413 across 2 Integrated Freight & Logistics names. PAL ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAL |
Proficient Auto Logistics, Inc
This page
|
107,013 | $728,758 | |
| 2 | FDX |
Fedex Corp
|
842 | $263,655 |
All Filings in PAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,758 | 107,013 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||