| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 APPLE INCAAPL | 48.08% | 30.03% | $2.2M | 7,500 | $1.9M | 7,500 | 00.00% | Unchanged | |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX | 18.12% | 14.99% | $817,635 | 10,500 | $950,070 | 16,500 | -6,000-36.36% | Reduce | |
 UNITED PARCEL SVCS INCUPS | 10.12% | 6.6% | $456,875 | 4,250 | $418,115 | 4,250 | 00.00% | Unchanged | |
 ARCBEST CORPARCB | 9.54% | 4.66% | $430,620 | 3,000 | $295,080 | 3,000 | 00.00% | Unchanged | |
 CANADIAN PACIFIC KANSAS CITYCP | 8.86% | 5.73% | $399,803 | 4,614 | $362,937 | 4,614 | 00.00% | Unchanged | |
 AMAZON COM INCAMZN | 5.28% | 3.29% | $238,340 | 1,000 | $208,270 | 1,000 | 00.00% | Unchanged |
