Kozak & Associates, Inc.

Position in UNP — Union Pacific Corp

CIK 1764970 HIGHLANDS RANCH, CO

Position in UNP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$31,552

+$3,409 QoQ

Shares Held

116

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,754

of 2,880 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $805,187 across 3 Railroads names. UNP ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp	16,182	$769,130
2	UNP	Union Pacific Corp This page	116	$31,552
3	CP	Canadian Pacific Kansas City Ltd/Cn	52	$4,505

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,552	116	0.0%	Shares	Sole	2026-07-02
2026-03-31	$28,143	116	0.0%	Shares	Sole	2026-04-14
2025-12-31	$26,833	116	+0.9%	Shares	Sole	2026-01-12
2025-09-30	$27,182	115	+21.1%	Shares	Sole	2025-11-18
2025-06-30	$21,857	95	-29.1%	Shares	Sole	2025-07-10
2025-03-31	$31,656	134	+0.8%	Shares	Sole	2025-04-15
2024-12-31	$30,329	133	+40.0%	Shares	Sole	2025-01-06
2024-09-30	$23,415	95	+111.1%	Shares	Sole	2024-10-17
2024-06-30	$10,181	45	-28.6%	Shares	Sole	2024-07-05
2024-03-31	$15,493	63	+12.5%	Shares	Sole	2024-05-17
2023-12-31	$13,754	56	-25.3%	Shares	Sole	2024-01-17
2023-09-30	$15,272	75	+36.4%	Shares	Sole	2023-10-17
2023-06-30	$11,254	55	-26.7%	Shares	Sole	2023-07-05
2023-03-31	$15,094	75	0.0%	Shares	Sole	2023-04-03
2022-12-31	$15,530	75	0.0%	Shares	Sole	2023-01-03
2022-09-30	$14,611	75	+1.4%	Shares	Sole	2022-10-12
2022-06-30	$15,782	74	0.0%	Shares	Sole	2022-10-12
2022-03-31	$20,217	74	0.0%	Shares	Sole	2022-05-26
2021-12-31	$18,642	74	-73.2%	Shares	Sole	2022-03-11
2021-09-30	$54,098	276	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.