Snapshot 2026-10-26. Δ shares and Δ active pp vs Fri Oct 23. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
UNP equity · Union Pacific Corp | 228 | 0 | $66,774 | 8.705% | +0.000 |
CSX equity · CSX Corp | 816 | 0 | $41,445 | 5.403% | 0.000 |
CNI equity · Canadian National Railway Co | 324 | 0 | $39,901 | 5.202% | 0.000 |
CP equity · Canadian Pacific Kansas City Ltd | 426 | 0 | $38,131 | 4.971% | 0.000 |
NSC equity · Norfolk Southern Corp | 114 | 0 | $37,619 | 4.904% | 0.000 |
PCAR equity · PACCAR Inc | 329 | 0 | $35,190 | 4.588% | 0.000 |
UPS equity · United Parcel Service Inc | 348 | 0 | $35,169 | 4.585% | 0.000 |
FDX equity · FedEx Corp | 114 | 0 | $34,054 | 4.440% | 0.000 |
WAB equity · Westinghouse Air Brake Technologies Corp | 120 | 0 | $32,682 | 4.261% | 0.000 |
CMI equity · Cummins Inc | 54 | 0 | $27,940 | 3.642% | 0.000 |
EXPD equity · Expeditors International of Washington Inc | 138 | 0 | $27,077 | 3.530% | 0.000 |
ODFL equity · Old Dominion Freight Line Inc | 132 | 0 | $24,116 | 3.144% | 0.000 |
MANH equity · Manhattan Associates Inc | 90 | 0 | $21,437 | 2.795% | 0.000 |
XPO equity · XPO Inc | 115 | 0 | $21,069 | 2.747% | 0.000 |
FGXXX cash · First American Government Obligations Fund 12/01/2031 | 20,626.68 | 0 | $20,627 | 2.689% | 0.000 |
JBHT equity · JB Hunt Transport Services Inc | 90 | 0 | $20,343 | 2.652% | 0.000 |
CHRW equity · CH Robinson Worldwide Inc | 135 | 0 | $19,058 | 2.485% | 0.000 |
KNX equity · Knight-Swift Transportation Holdings Inc | 276 | 0 | $16,894 | 2.202% | 0.000 |
MATX equity · Matson Inc | 60 | 0 | $13,718 | 1.788% | 0.000 |
R equity · Ryder System Inc | 48 | 0 | $13,003 | 1.695% | 0.000 |
SAIA equity · Saia Inc | 38 | 0 | $12,621 | 1.645% | 0.000 |
ALSN equity · Allison Transmission Holdings Inc | 108 | 0 | $11,483 | 1.497% | 0.000 |
KEX equity · Kirby Corp | 84 | 0 | $11,185 | 1.458% | 0.000 |
TFII equity · TFI International Inc | 96 | 0 | $10,800 | 1.408% | 0.000 |
SNDR equity · Schneider National Inc | 348 | 0 | $10,562 | 1.377% | 0.000 |
RXO equity · RXO Inc | 360 | 0 | $10,350 | 1.349% | 0.000 |
LSTR equity · Landstar System Inc | 60 | 0 | $9,947 | 1.297% | 0.000 |
GATX equity · GATX Corp | 60 | 0 | $9,928 | 1.294% | 0.000 |
TEX equity · Terex Corp | 192 | 0 | $9,848 | 1.284% | 0.000 |
GXO equity · GXO Logistics Inc | 198 | 0 | $9,589 | 1.250% | 0.000 |
ZIM equity · ZIM Integrated Shipping Services Ltd | 312 | 0 | $9,157 | 1.194% | 0.000 |
WERN equity · Werner Enterprises Inc | 275 | 0 | $7,917 | 1.032% | 0.000 |
ARCB equity · ArcBest Corp | 54 | 0 | $6,859 | 0.894% | 0.000 |
FDXF equity · Fedex Freight Holding Co Inc | 60 | 0 | $6,603 | 0.861% | 0.000 |
TRN equity · Trinity Industries Inc | 228 | 0 | $5,823 | 0.759% | 0.000 |
DAC equity · Danaos Corp | 36 | 0 | $5,700 | 0.743% | 0.000 |
GSL equity · Global Ship Lease Inc | 132 | 0 | $5,524 | 0.720% | 0.000 |
HTLD equity · Heartland Express Inc | 408 | 0 | $4,153 | 0.541% | 0.000 |
WNC equity · Wabash National Corp | 312 | 0 | $4,015 | 0.523% | 0.000 |
HUBG equity · Hub Group Inc | 150 | 0 | $3,855 | 0.503% | 0.000 |
CMRE equity · Costamare Inc | 234 | 0 | $3,281 | 0.428% | 0.000 |
MRTN equity · Marten Transport Ltd | 276 | 0 | $3,251 | 0.424% | 0.000 |
CVLG equity · COVENANT TRANS INC - CL A | 90 | 0 | $2,627 | 0.342% | 0.000 |
RLGT equity · Radiant Logistics Inc | 300 | 0 | $2,616 | 0.341% | 0.000 |
FWRD equity · Forward Air Corp | 138 | 0 | $2,111 | 0.275% | 0.000 |
RAIL equity · FreightCar America Inc | 210 | 0 | $888 | 0.116% | 0.000 |
Cash&Other cash · Cash & Other | 114.63 | -6.43 | $115 | 0.015% | 0.000 |
None this window — no structural change.
None this window — no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.