Joule Financial, LLC

Position in UNP — Union Pacific Corp

CIK 1929070 Lexington, KY

Position in UNP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$419,424

+$45,547 QoQ

Shares Held

1,542

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#2,090

of 2,880 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Joule Financial, LLC holds $655,695 across 2 Railroads names. UNP ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNP	Union Pacific Corp This page	1,542	$419,424
2	CSX	Csx Corp	4,971	$236,271

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,424	1,542	+0.1%	Shares	Sole	2026-07-15
2026-03-31	$373,877	1,541	0.0%	Shares	Sole	2026-04-14
2025-12-31	$356,464	1,541	+2.7%	Shares	Sole	2026-01-20
2025-09-30	$354,555	1,500	-18.1%	Shares	Sole	2025-11-03
2025-06-30	$421,276	1,831	+3.7%	Shares	Sole	2025-07-22
2025-03-31	$416,963	1,765	0.0%	Shares	Sole	2025-04-11
2024-12-31	$402,490	1,765	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$429,121	1,741	+13.9%	Shares	Sole	2024-10-17
2024-06-30	$345,951	1,529	-4.7%	Shares	Sole	2024-10-17
2024-03-31	$394,471	1,604	-30.0%	Shares	Sole	2024-10-17
2023-12-31	$563,206	2,293	+3.8%	Shares	Sole	2024-01-11
2023-09-30	$450,022	2,210	-0.5%	Shares	Sole	2023-10-26
2023-06-30	$454,256	2,220	+0.6%	Shares	Sole	2023-07-14
2023-03-31	$444,180	2,207	+0.3%	Shares	Sole	2023-04-13
2022-12-31	$455,554	2,200	+3.1%	Shares	Sole	2023-01-13
2022-09-30	$415,551	2,133	-0.7%	Shares	Sole	2022-10-19
2022-06-30	$457,912	2,147	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.