Valeo Financial Advisors, LLC

Position in UNP — Union Pacific Corp

CIK 1722641 CARMEL, IN

Back to UNP Full portfolio

Position in UNP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,142,688

+$342,368 QoQ

Shares Held

11,554

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#986

of 2,874 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNP Over Time

Shares Held

Position Value (USD)

Derivatives in UNP

reported options exposure · as of Sep 30, 2021

CallValue

$411,621

CallShares

2,100

PutValue

$411,621

PutShares

2,100

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, 2026

Valeo Financial Advisors, LLC holds $7,900,339 across 5 Railroads names. UNP ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	11,554	$3,142,688
2	CSX	Csx Corp	40,304	$1,915,649
3	NSC	Norfolk Southern Corp	6,080	$1,912,707
4	WAB	Westinghouse Air Brake Technologies Corp	1,901	$512,509
5	CP	Canadian Pacific Kansas City Ltd/Cn	4,810	$416,786

All Filings in UNP

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,142,688	11,554	+0.1%	Shares	Sole	2026-07-08
2026-03-31	$2,800,320	11,542	-24.9%	Shares	Sole	2026-05-08
2025-12-31	$3,554,231	15,365	+4.2%	Shares	Sole	2026-02-04
2025-09-30	$3,483,857	14,739	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$3,399,892	14,777	-5.0%	Shares	Sole	2025-09-12
2025-03-31	$3,673,532	15,550	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$3,500,414	15,350	-3.0%	Shares	Sole	2025-01-30
2024-09-30	$3,902,271	15,832	+2.3%	Shares	Sole	2024-10-10
2024-06-30	$3,500,468	15,471	-1.7%	Shares	Sole	2024-07-10
2024-03-31	$3,869,216	15,733	+0.5%	Shares	Sole	2024-04-25
2023-12-31	$3,846,900	15,662	+7.9%	Shares	Sole	2024-01-29
2023-09-30	$2,957,114	14,522	+6.9%	Shares	Sole	2023-10-20
2023-06-30	$2,778,944	13,581	+13.8%	Shares	Sole	2023-07-14
2023-03-31	$2,402,239	11,936	+2.4%	Shares	Sole	2023-04-17
2022-12-31	$2,413,814	11,657	+10.2%	Shares	Sole	2023-02-09
2022-09-30	$2,060,026	10,574	+12.1%	Shares	Sole	2022-10-31
2022-06-30	$2,012,083	9,434	-9.5%	Shares	Sole	2022-08-03
2022-03-31	$2,847,394	10,422	+13.8%	Shares	Sole	2022-04-28
2021-12-31	$2,306,923	9,157	-4.7%	Shares	Sole	2022-01-07
2021-09-30	$411,621	2,100	+61.5%	Put	Sole	2021-11-02
2021-09-30	$1,882,676	9,605	+3.3%	Shares	Sole	2021-11-02
2021-09-30	$411,621	2,100	+61.5%	Call	Sole	2021-11-02
2021-06-30	$2,044,689	9,297	+10.4%	Shares	Sole	2021-07-22
2021-06-30	$285,909	1,300	—	Put	Sole	2021-07-22
2021-06-30	$285,909	1,300	—	Call	Sole	2021-07-22
2021-03-31	$1,855,631	8,419	+1.4%	Shares	Sole	2021-04-12
2020-12-31	$1,728,226	8,300	+6.9%	Shares	Sole	2021-02-11
2020-09-30	$1,527,908	7,761	-5.4%	Shares	Sole	2020-10-28
2020-06-30	$1,387,388	8,206	+3.2%	Shares	Sole	2020-07-20
2020-03-31	$1,121,832	7,954	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.