Southeast Asset Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 1390003 Thomasville, GA

Position in UPS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,010,500

+$85,728 QoQ

Shares Held

9,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,010

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Southeast Asset Advisors, LLC holds $4,692,283 across 4 Integrated Freight & Logistics names. UPS ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	6,027	$1,887,234
2	CHRW	C. H. Robinson Worldwide, Inc.	7,115	$1,340,039
3	UPS	United Parcel Service Inc This page	9,400	$1,010,500
4	FDXF	FedEx Freight Holding Company, Inc.	3,010	$454,510

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,010,500	9,400	0.0%	Shares	Sole	2026-08-14
2026-03-31	$924,772	9,400	0.0%	Shares	Sole	2026-05-13
2025-12-31	$932,386	9,400	+46.9%	Shares	Sole	2026-02-13
2025-09-30	$534,592	6,400	0.0%	Shares	Sole	2025-11-07
2025-06-30	$646,016	6,400	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$737,482	6,705	+42.5%	Shares	Sole	2025-05-14
2024-12-31	$593,300	4,705	0.0%	Shares	Sole	2025-02-13
2024-09-30	$641,479	4,705	0.0%	Shares	Sole	2024-11-13
2024-06-30	$643,879	4,705	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$705,249	4,745	0.0%	Shares	Sole	2024-05-14
2023-12-31	$746,056	4,745	0.0%	Shares	Sole	2024-02-13
2023-09-30	$739,603	4,745	-5.4%	Shares	Sole	2023-11-14
2023-06-30	$899,118	5,016	0.0%	Shares	Sole	2023-08-10
2023-03-31	$973,053	5,016	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$859,638	4,945	0.0%	Shares	Sole	2023-02-09
2022-09-30	$798,815	4,945	0.0%	Shares	Sole	2022-11-04
2022-06-30	$902,660	4,945	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,060,504	4,945	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,059,911	4,945	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$901,030	4,948	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$1,028,411	4,945	-18.2%	Shares	Sole	2021-08-13
2021-03-31	$1,027,589	6,045	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,017,978	6,045	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,007,278	6,045	-0.2%	Shares	Sole	2020-11-12
2020-06-30	$673,750	6,060	+6.3%	Shares	Sole	2020-08-14
2020-03-31	$532,494	5,700	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.