Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,055,085
+$7,023,375 QoQ
Shares Held
102,838
+150.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#308
of 2,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 16%
None 11%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$236,500
PutShares
2,200
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 Jun 30, 2026Savant Capital, LLC holds $44,829,676 across 8 Integrated Freight & Logistics names. UPS ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
118,585 | $22,334,298 | |
| 2 | UPS |
United Parcel Service Inc
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|
102,838 | $11,055,085 | |
| 3 | FDX |
Fedex Corp
|
23,791 | $7,449,675 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
11,848 | $1,789,048 | |
| 5 | ZTO |
ZTO Express (Cayman) Inc.
|
44,399 | $993,649 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
2,168 | $627,484 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,239 | $364,912 | |
| 8 | GXO |
GXO Logistics, Inc.
|
4,251 | $215,525 |
All Filings in UPS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,500 | 2,200 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $11,055,085 | 102,838 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $108,218 | 1,100 | Put | Sole | 2026-05-04 | |
| 2026-03-31 | $4,031,710 | 40,981 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,701,969 | 37,322 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $228,137 | 2,300 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $2,860,902 | 34,250 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $3,796,959 | 37,616 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $3,882,207 | 35,296 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $7,162,858 | 56,803 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,844,458 | 57,536 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,734,388 | 49,210 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,208,161 | 28,313 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,792,842 | 30,483 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,608,608 | 29,567 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,749,623 | 32,076 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,732,136 | 8,929 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,102,840 | 6,344 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $759,399 | 4,701 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $883,311 | 4,839 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $932,686 | 4,349 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $849,000 | 3,961 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $672,859 | 3,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $746,196 | 3,588 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $606,354 | 3,567 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $586,200 | 3,481 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $604,033 | 3,625 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $379,457 | 3,413 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $326,783 | 3,498 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||