Summit Asset Management, LLC

Position in UNP — Union Pacific Corp

CIK 1509974 MEMPHIS, TN

Position in UNP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,754,944

+$200,721 QoQ

Shares Held

6,452

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,238

of 2,874 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Asset Management, LLC holds $2,864,843 across 4 Railroads names. UNP ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	6,452	$1,754,944
2	CP	Canadian Pacific Kansas City Ltd/Cn	6,006	$520,419
3	CSX	Csx Corp	7,008	$333,090
4	NSC	Norfolk Southern Corp	815	$256,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,754,944	6,452	+0.7%	Shares	Sole	2026-08-06
2026-03-31	$1,554,223	6,406	-2.1%	Shares	Sole	2026-05-08
2025-12-31	$1,513,526	6,543	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,546,096	6,541	-2.9%	Shares	Sole	2025-11-06
2025-06-30	$1,549,588	6,735	-9.4%	Shares	Sole	2025-08-07
2025-03-31	$1,756,680	7,436	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,695,021	7,433	-3.4%	Shares	Sole	2025-02-04
2024-09-30	$1,897,403	7,698	+0.0%	Shares	Sole	2024-11-06
2024-06-30	$1,741,070	7,695	+0.1%	Shares	Sole	2024-08-05
2024-03-31	$1,891,201	7,690	0.0%	Shares	Sole	2024-05-06
2023-12-31	$1,888,817	7,690	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$1,564,896	7,685	+0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,571,890	7,682	+1.4%	Shares	Sole	2023-08-07
2023-03-31	$1,525,349	7,579	+8.3%	Shares	Sole	2023-05-12
2022-12-31	$1,449,282	6,999	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,362,571	6,994	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,491,040	6,991	-1.3%	Shares	Sole	2022-08-10
2022-03-31	$1,934,873	7,082	0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,784,168	7,082	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$1,348,940	6,882	+0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,513,118	6,880	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$1,515,979	6,878	+2.9%	Shares	Sole	2021-05-07
2020-12-31	$1,391,534	6,683	-0.8%	Shares	Sole	2021-02-09
2020-09-30	$1,325,722	6,734	+0.5%	Shares	Sole	2020-11-06
2020-06-30	$1,132,938	6,701	+0.0%	Shares	Sole	2020-08-07
2020-03-31	$944,826	6,699	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.