Position in XPO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,330,008
+$591,328 QoQ
Shares Held
16,221
+15.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 750 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Derivatives in XPO
reported options exposure · as of Mar 31, 2021CallValue
$36,990
CallShares
867
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Jun 30, 2026Creative Planning holds $83,298,613 across 12 Trucking names. XPO ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
146,020 | $31,627,931 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
129,748 | $10,103,476 | |
| 3 | WERN |
Werner Enterprises Inc
|
193,111 | $8,421,569 | |
| 4 | MRTN |
Marten Transport Ltd
|
419,369 | $7,276,051 | |
| 5 | SNDR |
Schneider National, Inc.
|
184,135 | $6,726,451 | |
| 6 | SAIA |
Saia Inc
|
13,341 | $5,618,695 | |
| 7 | XPO |
XPO, Inc.
This page
|
16,221 | $3,330,008 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
22,988 | $3,299,697 |
All Filings in XPO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,008 | 16,221 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,738,680 | 14,077 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,612,436 | 11,864 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,425,976 | 11,031 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,269,214 | 10,050 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $883,984 | 8,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $811,555 | 6,188 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $647,102 | 6,019 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $574,058 | 5,408 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $800,028 | 6,556 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $398,709 | 4,552 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $308,495 | 4,132 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $223,492 | 3,788 | Shares | Sole | 2023-07-21 | |
| 2021-03-31 | $366,570 | 2,973 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $36,990 | 300 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $299,192 | 2,510 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $41,760 | 600 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $426,347 | 5,036 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||