Position in SERV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$179,160
-$33,992 QoQ
Shares Held
27,228
+7.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 195 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $686,403,242 across 13 Integrated Freight & Logistics names. SERV ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,107,979 | $180,578,417 | |
| 2 | UPS |
United Parcel Service Inc
|
1,663,540 | $178,830,550 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
666,439 | $125,517,121 | |
| 4 | FDX |
Fedex Corp
|
392,389 | $122,868,767 | |
| 5 | LSTR |
Landstar System Inc
|
152,519 | $31,542,454 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
67,731 | $19,603,383 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
97,961 | $14,792,111 | |
| 8 | HUBG |
Hub Group, Inc.
|
105,967 | $4,640,294 |
All Filings in SERV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,160 | 27,228 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $213,152 | 25,255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $209,240 | 20,158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $137,943 | 11,861 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||