Snapshot 2026-10-27. Δ shares and Δ active pp vs Mon Oct 26. 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 | $67,709 | 8.807% | 0.000 |
CSX equity · CSX Corp | 816 | 0 | $41,869 | 5.446% | 0.000 |
CNI equity · Canadian National Railway Co | 324 | 0 | $39,943 | 5.195% | 0.000 |
CP equity · Canadian Pacific Kansas City Ltd | 426 | 0 | $38,263 | 4.977% | 0.000 |
NSC equity · Norfolk Southern Corp | 114 | 0 | $38,075 | 4.952% | 0.000 |
UPS equity · United Parcel Service Inc | 348 | 0 | $34,911 | 4.541% | 0.000 |
PCAR equity · PACCAR Inc | 329 | 0 | $34,338 | 4.466% | 0.000 |
FDX equity · FedEx Corp | 114 | 0 | $34,266 | 4.457% | 0.000 |
WAB equity · Westinghouse Air Brake Technologies Corp | 120 | 0 | $33,320 | 4.334% | 0.000 |
CMI equity · Cummins Inc | 54 | 0 | $28,195 | 3.667% | 0.000 |
EXPD equity · Expeditors International of Washington Inc | 138 | 0 | $27,107 | 3.526% | 0.000 |
ODFL equity · Old Dominion Freight Line Inc | 132 | 0 | $24,086 | 3.133% | 0.000 |
MANH equity · Manhattan Associates Inc | 90 | 0 | $21,276 | 2.767% | 0.000 |
XPO equity · XPO Inc | 115 | 0 | $20,967 | 2.727% | 0.000 |
FGXXX cash · First American Government Obligations Fund 12/01/2031 | 20,626.68 | 0 | $20,627 | 2.683% | 0.000 |
JBHT equity · JB Hunt Transport Services Inc | 90 | 0 | $20,203 | 2.628% | 0.000 |
CHRW equity · CH Robinson Worldwide Inc | 135 | 0 | $18,920 | 2.461% | 0.000 |
KNX equity · Knight-Swift Transportation Holdings Inc | 276 | 0 | $16,679 | 2.169% | 0.000 |
MATX equity · Matson Inc | 60 | 0 | $13,731 | 1.786% | 0.000 |
R equity · Ryder System Inc | 48 | 0 | $13,541 | 1.761% | 0.000 |
SAIA equity · Saia Inc | 38 | 0 | $12,421 | 1.616% | 0.000 |
ALSN equity · Allison Transmission Holdings Inc | 108 | 0 | $11,577 | 1.506% | 0.000 |
KEX equity · Kirby Corp | 84 | 0 | $11,309 | 1.471% | 0.000 |
TFII equity · TFI International Inc | 96 | 0 | $10,734 | 1.396% | 0.000 |
SNDR equity · Schneider National Inc | 348 | 0 | $10,548 | 1.372% | 0.000 |
RXO equity · RXO Inc | 360 | 0 | $10,325 | 1.343% | 0.000 |
GATX equity · GATX Corp | 60 | 0 | $9,998 | 1.300% | 0.000 |
LSTR equity · Landstar System Inc | 60 | 0 | $9,910 | 1.289% | 0.000 |
TEX equity · Terex Corp | 192 | 0 | $9,800 | 1.275% | 0.000 |
GXO equity · GXO Logistics Inc | 198 | 0 | $9,763 | 1.270% | 0.000 |
ZIM equity · ZIM Integrated Shipping Services Ltd | 312 | 0 | $9,216 | 1.199% | 0.000 |
WERN equity · Werner Enterprises Inc | 275 | 0 | $7,791 | 1.013% | 0.000 |
ARCB equity · ArcBest Corp | 54 | 0 | $6,823 | 0.887% | 0.000 |
FDXF equity · Fedex Freight Holding Co Inc | 60 | 0 | $6,567 | 0.854% | 0.000 |
TRN equity · Trinity Industries Inc | 228 | 0 | $5,873 | 0.764% | 0.000 |
DAC equity · Danaos Corp | 36 | 0 | $5,688 | 0.740% | 0.000 |
GSL equity · Global Ship Lease Inc | 132 | 0 | $5,543 | 0.721% | 0.000 |
HTLD equity · Heartland Express Inc | 408 | 0 | $4,088 | 0.532% | 0.000 |
WNC equity · Wabash National Corp | 312 | 0 | $4,047 | 0.526% | 0.000 |
HUBG equity · Hub Group Inc | 150 | 0 | $3,909 | 0.508% | 0.000 |
CMRE equity · Costamare Inc | 234 | 0 | $3,260 | 0.424% | 0.000 |
MRTN equity · Marten Transport Ltd | 276 | 0 | $3,260 | 0.424% | 0.000 |
RLGT equity · Radiant Logistics Inc | 300 | 0 | $2,643 | 0.344% | 0.000 |
CVLG equity · COVENANT TRANS INC - CL A | 90 | 0 | $2,613 | 0.340% | 0.000 |
FWRD equity · Forward Air Corp | 138 | 0 | $2,081 | 0.271% | 0.000 |
RAIL equity · FreightCar America Inc | 210 | 0 | $924 | 0.120% | 0.000 |
Cash&Other cash · Cash & Other | 112.27 | -2.36 | $112 | 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.