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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

CSX holding history

CSX Corp in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
7,236
Value
$343.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CSX by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,236$343.9K<0.1%+4+0.1%AddedHolders
Q1 20267,232$296.9K<0.1%+18+0.2%AddedHolders
Q4 20257,214$261.5K<0.1%+131+1.8%AddedHolders
Q3 20257,083$251.5K<0.1%−1,194−14.4%ReducedHolders
Q2 20258,277$270.1K<0.1%+8,277NewHolders
Q1 20250$00.0%−6,530−100.0%Sold outHolders
Q4 20246,530$210.7K<0.1%−62−0.9%ReducedHolders
Q3 20246,592$227.6K<0.1%−1,733−20.8%ReducedHolders
Q2 20248,325$278.5K<0.1%+611+7.9%AddedHolders
Q1 20247,714$286.0K<0.1%−2,993−28.0%ReducedHolders
Q4 202310,707$371.2K<0.1%−13−0.1%ReducedHolders
Q3 202310,720$329.6K<0.1%+15+0.1%AddedHolders
Q2 202310,705$365.0K<0.1%+90+0.8%AddedHolders
Q1 202310,615$317.8K<0.1%−600−5.3%ReducedHolders
Q4 202211,215$347.4K<0.1%+276+2.5%AddedHolders
Q3 202210,939$291.0K<0.1%−129−1.2%ReducedHolders
Q2 202211,068$322.0K<0.1%+324+3.0%AddedHolders
Q1 202210,744$402.0K<0.1%−166−1.5%ReducedHolders
Q4 202110,910$410.0K<0.1%+166+1.5%AddedHolders
Q3 202110,744$320.0K<0.1%−158−1.4%ReducedHolders
Q2 202110,902$350.0K<0.1%+1,197+12.3%AddedConverted for a 3-for-1 splitHolders
Q1 20213,235$312.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.