Position in XPO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$55,428
+$3,289 QoQ
Shares Held
270
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#621
of 748 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $121,175 across 9 Trucking names. XPO ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
270 | $55,428 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
184 | $39,854 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
151 | $11,758 | |
| 4 | SAIA |
Saia Inc
|
21 | $8,844 | |
| 5 | SNDR |
Schneider National, Inc.
|
99 | $3,616 | |
| 6 | RXO |
RXO, Inc.
|
25 | $689 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
3 | $430 | |
| 8 | WERN |
Werner Enterprises Inc
|
8 | $348 |
All Filings in XPO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,428 | 270 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $52,139 | 268 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $35,744 | 263 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $30,507 | 236 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,804 | 236 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,281 | 235 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $30,820 | 235 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,264 | 235 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $24,732 | 233 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $28,432 | 233 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,408 | 233 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,395 | 233 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,484 | 76 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,424 | 76 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $432 | 13 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578 | 13 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $337 | 7 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,295 | 59 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,703 | 22 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||