Cassaday & Co Wealth Management LLC

Position in UNP — Union Pacific Corp

CIK 1963612 MCLEAN, VA

Position in UNP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,153,696

+$226,808 QoQ

Shares Held

7,918

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,142

of 2,880 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $2,750,613 across 6 Railroads names. UNP ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	7,918	$2,153,696
2	NSC	Norfolk Southern Corp	943	$296,658
3	CSX	Csx Corp	3,684	$175,100
4	CP	Canadian Pacific Kansas City Ltd/Cn	821	$71,139
5	CNI	Canadian National Railway Co	444	$52,942
6	WAB	Westinghouse Air Brake Technologies Corp	4	$1,078

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,153,696	7,918	-0.3%	Shares	Sole	2026-08-10
2026-03-31	$1,926,888	7,942	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$1,835,292	7,934	-0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,876,068	7,937	+2.3%	Shares	Sole	2025-11-07
2025-06-30	$1,785,190	7,759	-4.9%	Shares	Sole	2025-08-05
2025-03-31	$1,927,009	8,157	+4.6%	Shares	Sole	2025-05-05
2024-12-31	$1,778,940	7,801	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$1,916,135	7,774	-1.1%	Shares	Sole	2024-11-07
2024-06-30	$1,778,403	7,860	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$1,925,140	7,828	-2.7%	Shares	Sole	2024-05-08
2023-12-31	$1,976,995	8,049	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$1,642,275	8,065	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$1,619,362	7,914	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$1,637,048	8,134	+0.6%	Shares	Sole	2023-05-03
2022-12-31	$1,674,989	8,089	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.