Position in XPO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,298
-$55,314 QoQ
Shares Held
284
-51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 190 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,619,022 across 14 Trucking names. XPO ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
46,814 | $3,645,400 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
3,012 | $652,395 | |
| 3 | SAIA |
Saia Inc
|
264 | $111,180 | |
| 4 | XPO |
XPO, Inc.
This page
|
284 | $58,298 | |
| 5 | SNDR |
Schneider National, Inc.
|
1,332 | $48,655 | |
| 6 | RXO |
RXO, Inc.
|
834 | $23,006 | |
| 7 | MRTN |
Marten Transport Ltd
|
1,292 | $22,415 | |
| 8 | TFII |
TFI International Inc.
|
123 | $17,656 |
All Filings in XPO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,298 | 284 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $113,612 | 584 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $49,331 | 363 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,455 | 429 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,180 | 334 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,463 | 246 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,080 | 237 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,951 | 260 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,005 | 245 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,309 | 232 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $25,135 | 287 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,041 | 389 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,049 | 611 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,543 | 644 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $45,439 | 1,365 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $237,736 | 5,340 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $39,780 | 826 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $60,132 | 826 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||