Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,175,297
+$100,299 QoQ
Shares Held
10,933
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#957
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $3,998,550 across 3 Integrated Freight & Logistics names. UPS ranks #2 (29.4% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,175,297 | 10,933 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,074,998 | 10,927 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,050,223 | 10,588 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $967,110 | 11,578 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,199,570 | 11,884 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,343,087 | 12,211 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,491,636 | 11,829 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,650,532 | 12,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,755,238 | 12,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,810,313 | 12,180 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,816,949 | 11,556 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,752,290 | 11,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,023,553 | 11,289 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,205,084 | 11,367 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,995,683 | 11,480 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,876,610 | 11,617 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,116,551 | 11,595 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,447,203 | 11,411 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,691,038 | 12,555 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,295,370 | 12,605 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,534,114 | 12,185 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,116,885 | 12,453 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,162,761 | 12,843 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,259,002 | 13,557 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,551,739 | 13,957 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,397,936 | 14,964 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||