Position in SERV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,338
+$2,978 QoQ
Shares Held
34,246
+30.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 195 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $244,431,378 across 17 Integrated Freight & Logistics names. SERV ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
260,395 | $81,537,485 | |
| 2 | UPS |
United Parcel Service Inc
|
652,938 | $70,190,834 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
381,710 | $62,211,095 | |
| 4 | LSTR |
Landstar System Inc
|
83,254 | $17,217,759 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
39,227 | $5,923,277 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
12,556 | $3,634,083 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
14,287 | $2,690,813 | |
| 8 | GXO |
GXO Logistics, Inc.
|
11,490 | $582,543 |
All Filings in SERV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,338 | 34,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,360 | 26,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $173,387 | 16,704 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,130 | 6,632 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,926 | 3,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,869 | 2,586 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $20,250 | 1,500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,161 | 775 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||