Position in XPO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,738,680
+$1,126,244 QoQ
Shares Held
14,077
+18.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Derivatives in XPO
reported options exposure · as of Mar 31, 2021CallValue
$12,793
CallShares
300
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 Mar 31, 2026Creative Planning holds $55,185,352 across 12 Trucking names. XPO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
127,247 | $24,864,063 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
102,039 | $5,875,405 | |
| 3 | MRTN |
Marten Transport Ltd
|
398,513 | $5,232,475 | |
| 4 | WERN |
Werner Enterprises Inc
|
143,232 | $4,212,453 | |
| 5 | SNDR |
Schneider National, Inc.
|
127,508 | $3,361,110 | |
| 6 | XPO |
XPO, Inc.
This page
|
14,077 | $2,738,680 | |
| 7 | SAIA |
Saia Inc
|
7,741 | $2,719,258 | |
| 8 | ARCB |
Arcbest Corp /De/
|
20,590 | $2,025,232 |
All Filings in XPO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $126,780 | 2,973 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $12,793 | 300 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $103,476 | 2,510 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $24,734 | 600 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $147,454 | 5,036 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||