Position in UNP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$115,224,640
+$15,591,767 QoQ
Shares Held
423,620
+3.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#145
of 2,883 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Derivatives in UNP
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$2,875
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 Jun 30, 2026Creative Planning holds $223,272,639 across 8 Railroads names. UNP ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
423,620 | $115,224,640 | |
| 2 | CSX |
Csx Corp
|
863,852 | $41,058,885 | |
| 3 | NSC |
Norfolk Southern Corp
|
82,667 | $26,006,210 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
209,953 | $18,192,427 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
41,303 | $11,135,288 | |
| 6 | CNI |
Canadian National Railway Co
|
77,156 | $9,200,080 | |
| 7 | GBX |
Greenbrier Companies Inc
|
32,555 | $1,595,520 | |
| 8 | TRN |
Trinity Industries Inc
|
24,858 | $859,589 |
All Filings in UNP
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,224,640 | 423,620 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $99,632,873 | 410,654 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $92,179,631 | 398,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $76,668,500 | 324,358 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,875 | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $10,602 | 5,000 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $62,878,332 | 273,289 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $67,650,157 | 286,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,901,045 | 267,063 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,439,436 | 258,290 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $55,890,274 | 247,018 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $7,773 | 5,000 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $59,027,626 | 240,018 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $56,688,358 | 230,797 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $46,927,144 | 230,453 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $46,757,920 | 228,511 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $44,766,261 | 222,430 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,919,784 | 226,589 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $41,653,879 | 213,807 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $47,346,880 | 221,994 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $49,896,888 | 182,632 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $48,144,326 | 191,102 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $50,800,499 | 259,173 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $29,000 | 9,200 | Put | Sole | 2021-11-10 | |
| 2021-06-30 | $11,000 | 9,200 | Put | Sole | 2021-08-04 | |
| 2021-06-30 | $57,358,183 | 260,802 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,599,528 | 45,300 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $57,424,739 | 260,536 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $44,082 | 200 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $53,733,044 | 258,059 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $92,000 | 30,000 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $62,466 | 300 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $48,665,082 | 247,194 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $108,000 | 30,000 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $59,061 | 300 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $50,721 | 300 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $40,651,359 | 240,441 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $83,000 | 7,700 | 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. | ||||||