Position in XPO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,237
+$483 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#679
of 748 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $26,274 across 8 Trucking names. XPO ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
46 | $9,963 | |
| 2 | XPO |
XPO, Inc.
This page
|
45 | $9,237 | |
| 3 | CVLG |
Covenant Logistics Group, Inc.
|
70 | $3,092 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
32 | $2,491 | |
| 5 | SAIA |
Saia Inc
|
2 | $842 | |
| 6 | RXO |
RXO, Inc.
|
13 | $358 | |
| 7 | WERN |
Werner Enterprises Inc
|
6 | $261 | |
| 8 | HTLD |
Heartland Express Inc
|
2 | $30 |
All Filings in XPO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,237 | 45 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,754 | 45 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $6,463 | 50 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||