Resonant buys 4,097 XPO shares

Resonant Capital Advisors disclosed a new stake in XPO, reporting 4,097 shares in its Form 13F for the quarter ended December 31, 2025. (sec.gov) Form 13F filings are quarterly snapshots of U.S. equity holdings by institutional investment managers, so they show what firms owned at quarter-end, not what they hold today. Resonant’s filing was submitted in late January 2026. (sec.gov 1) (sec.gov 2) XPO is a less-than-truckload carrier, a business that combines freight from multiple shippers into shared trailer space instead of moving one customer’s full truck. The company says it is a leader in asset-based less-than-truckload transportation in North America. (sec.gov) In its fourth-quarter 2025 results, XPO reported revenue of $2.01 billion, diluted earnings per share of $0.50, and adjusted diluted earnings per share of $0.88. The company said net income was $59 million for the quarter. (news.xpo.com) XPO’s 2025 annual report said its top five customers accounted for less than 11% of North American less-than-truckload revenue, with the largest customer at about 4%. That customer mix limits dependence on any single shipper. (sec.gov) Institutional investors already dominate XPO’s shareholder base. MarketBeat’s ownership data listed institutional ownership at 97.73% as of April 2026, alongside $3.06 billion of inflows over the last 12 months. (marketbeat.com) Another transport name drew fresh institutional buying in the same filing cycle. Munich Reinsurance Co Stock Corp in Munich disclosed a new J.B. Hunt Transport Services position of 16,775 shares valued at about $3.29 million. (marketbeat.com) XPO’s next scheduled catalyst is close. The company’s investor calendar lists first-quarter 2026 earnings for Thursday, April 30, 2026, which will give investors a newer read on freight volumes and pricing than the December-end 13F snapshot. (investors.xpo.com)