Position in UPS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$103,053,935
+$17,408,032 QoQ
Shares Held
1,047,509
+21.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$5,095,330
PutShares
61,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026HighTower Advisors, LLC holds $256,381,479 across 10 Integrated Freight & Logistics names. UPS ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
360,048 | $103,337,556 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
1,047,509 | $103,053,935 | |
| 3 | HUBG |
Hub Group, Inc.
|
919,908 | $33,153,484 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
47,554 | $6,811,159 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
29,713 | $4,934,437 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
15,450 | $3,273,855 | |
| 7 | LSTR |
Landstar System Inc
|
5,781 | $926,752 | |
| 8 | GXO |
GXO Logistics, Inc.
|
11,023 | $571,542 |
All Filings in UPS
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,053,935 | 1,047,509 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $85,645,903 | 863,453 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,095,330 | 61,000 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $77,859,983 | 932,120 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $90,111,358 | 892,722 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $109,871,540 | 998,923 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $130,243,267 | 1,032,857 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $149,139,871 | 1,093,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,298,275 | 1,120,192 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $174,873,896 | 1,176,572 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $180,568,749 | 1,148,437 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $38,967 | 250 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $191,783,071 | 1,230,404 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $219,454,520 | 1,224,293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,399 | 100 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $209,827,149 | 1,081,639 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $173 | 1 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $173,507,444 | 998,087 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $161 | 1 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $151,122,770 | 935,513 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $165,442,390 | 906,335 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $5,457,946 | 29,900 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $194,917,118 | 908,874 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $194,449,248 | 907,200 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $162,034,218 | 889,809 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $179,541,332 | 863,304 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $156,854,872 | 922,730 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,736 | 40 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $141,760,298 | 841,807 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,166,410 | 7,000 | Call | Sole | 2020-11-13 | |
| 2020-09-30 | $137,278,292 | 823,851 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $101,259,297 | 910,769 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $80,247,406 | 858,996 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||