Center for Financial Planning, Inc.

Position in UNP — Union Pacific Corp

CIK 1803557 SOUTHFIED, MI

Position in UNP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,295,808

+$141,908 QoQ

Shares Held

4,764

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,401

of 2,880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,460,177 across 4 Railroads names. UNP ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	4,764	$1,295,808
2	NSC	Norfolk Southern Corp	394	$123,948
3	CSX	Csx Corp	720	$34,221
4	WAB	Westinghouse Air Brake Technologies Corp	23	$6,200

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,295,808	4,764	+0.2%	Shares	Sole	2026-07-21
2026-03-31	$1,153,900	4,756	+1.1%	Shares	Sole	2026-05-04
2025-12-31	$1,088,360	4,705	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$1,143,321	4,837	-1.5%	Shares	Sole	2025-11-06
2025-06-30	$1,129,462	4,909	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$1,154,977	4,889	+4.4%	Shares	Sole	2025-04-22
2024-12-31	$1,067,911	4,683	-0.7%	Shares	Sole	2025-01-30
2024-09-30	$1,162,646	4,717	-8.8%	Shares	Sole	2024-10-16
2024-06-30	$1,169,764	5,170	+0.9%	Shares	Sole	2024-07-18
2024-03-31	$1,259,899	5,123	-0.1%	Shares	Sole	2024-04-25
2023-12-31	$1,259,784	5,129	+0.2%	Shares	Sole	2024-01-29
2023-09-30	$1,042,585	5,120	+1.2%	Shares	Sole	2023-10-24
2023-06-30	$1,034,967	5,058	-15.8%	Shares	Sole	2023-08-09
2023-03-31	$1,208,365	6,004	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$1,236,207	5,970	+4.8%	Shares	Sole	2023-01-27
2022-09-30	$1,109,305	5,694	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$1,212,283	5,684	+2.5%	Shares	Sole	2022-08-12
2022-03-31	$1,515,769	5,548	+1.5%	Shares	Sole	2022-05-03
2021-12-31	$1,376,797	5,465	+2.1%	Shares	Sole	2022-02-08
2021-09-30	$1,048,849	5,351	+2.7%	Shares	Sole	2021-11-17
2021-06-30	$1,145,395	5,208	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$1,146,793	5,203	+5.8%	Shares	Sole	2021-05-10
2020-12-31	$1,023,609	4,916	+2.6%	Shares	Sole	2021-02-09
2020-09-30	$943,401	4,792	+5.3%	Shares	Sole	2020-11-12
2020-06-30	$769,606	4,552	-1.6%	Shares	Sole	2020-08-06
2020-03-31	$652,451	4,626	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.