Creative Planning

Position in UNP — Union Pacific Corp

CIK 1540235 OVERLAND PARK, KS

Back to UNP Full portfolio

Position in UNP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$99,632,873

+$7,453,242 QoQ

Shares Held

410,654

+3.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.19383714757435702.ToString("F0")% Shared 0.ToString("F0")% None 99.80616285242564.ToString("F0")%

Common Shares in UNP Over Time

Shares Held

Position Value (USD)

Derivatives in UNP

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,181,850

PutShares

5,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Railroads

Industrials · as of Mar 31, 2026

Creative Planning holds $191,545,388 across 8 Railroads names. UNP ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	410,654	$99,632,873
2	CSX	Csx Corp	831,813	$34,145,923
3	NSC	Norfolk Southern Corp	81,210	$23,307,270
4	CP	Canadian Pacific Kansas City Ltd/Cn	195,850	$15,405,561
5	WAB	Westinghouse Air Brake Technologies Corp	37,501	$9,371,874
6	CNI	Canadian National Railway Co	70,398	$7,234,802
7	GBX	Greenbrier Companies Inc	33,379	$1,757,404
8	TRN	Trinity Industries Inc	21,432	$689,681

All Filings in UNP

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$99,632,873	410,654	+3.1%	Shares	Defined	2026-05-12
2025-12-31	$92,179,631	398,494	+22.9%	Shares	Sole	2026-02-17
2025-09-30	$76,668,500	324,358	+6387.2%	Shares	Defined	2025-11-14
2025-09-30	$1,181,850	5,000	0.0%	Put	Sole	2025-11-14
2025-06-30	$1,150,400	5,000	-98.2%	Put	Sole	2025-08-08
2025-06-30	$62,878,332	273,289	-4.6%	Shares	Defined	2025-08-08
2025-03-31	$67,650,157	286,362	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$60,901,045	267,063	+3.4%	Shares	Defined	2025-02-14
2024-09-30	$63,663,318	258,290	+4.6%	Shares	Defined	2024-10-11
2024-06-30	$55,890,274	247,018	+4840.4%	Shares	Defined	2024-08-15
2024-06-30	$1,131,300	5,000	-97.9%	Put	Sole	2024-08-15
2024-03-31	$59,027,626	240,018	+4.0%	Shares	Defined	2024-05-13
2023-12-31	$56,688,358	230,797	+0.1%	Shares	Defined	2024-02-14
2023-09-30	$46,927,144	230,453	+0.8%	Shares	Sole	2023-11-16
2023-06-30	$46,757,920	228,511	+2.7%	Shares	Sole	2023-07-21
2023-03-31	$44,766,261	222,430	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$46,919,784	226,589	+6.0%	Shares	Sole	2023-02-10
2022-09-30	$41,653,879	213,807	-3.7%	Shares	Sole	2022-11-03
2022-06-30	$47,346,880	221,994	+21.6%	Shares	Sole	2022-08-15
2022-03-31	$49,896,888	182,632	-4.4%	Shares	Sole	2022-05-16
2021-12-31	$48,144,326	191,102	-26.3%	Shares	Sole	2022-02-11
2021-09-30	$50,800,499	259,173	+2717.1%	Shares	Sole	2021-11-10
2021-09-30	$1,803,292	9,200	0.0%	Put	Sole	2021-11-10
2021-06-30	$2,023,356	9,200	-96.5%	Put	Sole	2021-08-04
2021-06-30	$57,358,183	260,802	+475.7%	Shares	Sole	2021-08-04
2021-03-31	$9,984,573	45,300	-82.6%	Put	Sole	2021-04-30
2021-03-31	$57,424,739	260,536	+130168.0%	Shares	Sole	2021-04-30
2021-03-31	$44,082	200	-99.9%	Call	Sole	2021-04-30
2020-12-31	$53,733,044	258,059	+760.2%	Shares	Sole	2021-01-29
2020-12-31	$6,246,600	30,000	+9900.0%	Put	Sole	2021-01-29
2020-12-31	$62,466	300	-99.9%	Call	Sole	2021-01-29
2020-09-30	$48,665,082	247,194	+724.0%	Shares	Sole	2020-11-05
2020-09-30	$5,906,100	30,000	+9900.0%	Put	Sole	2020-11-05
2020-09-30	$59,061	300	0.0%	Call	Sole	2020-11-05
2020-06-30	$50,721	300	-99.9%	Call	Sole	2020-07-23
2020-06-30	$40,651,359	240,441	+3022.6%	Shares	Sole	2020-07-23
2020-03-31	$1,086,008	7,700	-96.8%	Put	Sole	2020-05-05
2020-03-31	$33,673,441	238,751	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.