Position in XPO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$285,558
New position
Shares Held
1,391
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 748 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Trucking
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,271,257 across 14 Trucking names. XPO ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
3,417 | $740,122 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
8,962 | $697,870 | |
| 3 | XPO |
XPO, Inc.
This page
|
1,391 | $285,558 | |
| 4 | SAIA |
Saia Inc
|
590 | $248,484 | |
| 5 | RXO |
RXO, Inc.
|
4,803 | $132,514 | |
| 6 | WERN |
Werner Enterprises Inc
|
1,489 | $64,935 | |
| 7 | MRTN |
Marten Transport Ltd
|
2,585 | $44,849 | |
| 8 | SNDR |
Schneider National, Inc.
|
480 | $17,534 |
All Filings in XPO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,558 | 1,391 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||