Asset Planning,Inc

Position in UNP — Union Pacific Corp

CIK 2048547 LOS ALAMITOS, CA

Position in UNP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$420,240

+$47,091 QoQ

Shares Held

1,545

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,088

of 2,880 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset Planning,Inc holds $835,573 across 4 Railroads names. UNP ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	1,545	$420,240
2	CSX	Csx Corp	7,078	$336,417
3	NSC	Norfolk Southern Corp	250	$78,647
4	WAB	Westinghouse Air Brake Technologies Corp	1	$269

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,240	1,545	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$373,149	1,538	+0.6%	Shares	Sole	2026-04-23
2025-12-31	$353,688	1,529	-3.9%	Shares	Sole	2026-02-03
2025-09-30	$376,064	1,591	+0.6%	Shares	Sole	2025-10-23
2025-06-30	$363,986	1,582	+3.8%	Shares	Sole	2025-07-25
2025-03-31	$360,029	1,524	-8.7%	Shares	Sole	2025-05-08
2024-12-31	$380,826	1,670	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.