Position in UNP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$132,736
+$104,515 QoQ
Shares Held
488
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,646
of 2,880 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $376,896 across 4 Railroads names. UNP ranks #1 (35.2% of the industry book) .
All Filings in UNP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,736 | 488 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $28,221 | 122 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,727 | 20 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $39,343 | 171 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $40,633 | 172 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $62,026 | 272 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $76,408 | 310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,140 | 310 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $1,610 | 8 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||