Position in XPO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$70,427
+$29,790 QoQ
Shares Held
362
+21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Root Financial Partners, LLC holds $276,150 across 12 Trucking names. XPO ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
650 | $127,010 | |
| 2 | XPO |
XPO, Inc.
This page
|
362 | $70,427 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
632 | $36,390 | |
| 4 | SAIA |
Saia Inc
|
63 | $22,130 | |
| 5 | SNDR |
Schneider National, Inc.
|
565 | $14,893 | |
| 6 | MRTN |
Marten Transport Ltd
|
189 | $2,481 | |
| 7 | WERN |
Werner Enterprises Inc
|
32 | $941 | |
| 8 | TFII |
TFI International Inc.
|
7 | $760 |
All Filings in XPO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,427 | 362 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $40,637 | 299 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,317 | 250 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||