Position in UNP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,553,824
+$687,918 QoQ
Shares Held
16,742
+5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#835
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Derivatives in UNP
reported options exposure · as of Mar 31, 2020CallValue
$1,974
CallShares
14
PutValue
$0
PutShares
0
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, 2026Independent Advisor Alliance holds $12,331,203 across 6 Railroads names. UNP ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
16,742 | $4,553,824 | |
| 2 | CSX |
Csx Corp
|
83,862 | $3,985,960 | |
| 3 | NSC |
Norfolk Southern Corp
|
8,280 | $2,604,804 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,593 | $429,472 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
4,750 | $411,587 | |
| 6 | CNI |
Canadian National Railway Co
|
2,898 | $345,556 |
All Filings in UNP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,553,824 | 16,742 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,865,906 | 15,934 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,584,978 | 37,113 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,746,162 | 37,002 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,274,597 | 35,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,433,058 | 35,697 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,018,114 | 35,161 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,147,149 | 33,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,272,674 | 32,143 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,304,023 | 37,832 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,620,362 | 43,239 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,448,608 | 41,490 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,459,399 | 41,342 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,282,855 | 41,155 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,948,115 | 43,213 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,303,617 | 42,622 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,082,742 | 42,586 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,692,568 | 42,797 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,382,701 | 45,182 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,862,592 | 45,215 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,829,771 | 44,695 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,856,514 | 44,719 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,019,801 | 38,516 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,493,856 | 38,065 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,785,379 | 10,560 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,376,691 | 9,761 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $1,974 | 14 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||