SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in UPS — United Parcel Service Inc
CIK 1531593
NEW YORK, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$351,847
-$1,076,827 QoQ
Shares Held
3,273
-77.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,484
of 2,129 holders
Holding Since
Mar 2020
22 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 Dec 31, 2023CallValue
$1,179,225
CallShares
7,500
PutValue
$0
PutShares
0
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, 2026SUMMIT SECURITIES GROUP LLC holds $687,735 across 8 Integrated Freight & Logistics names. UPS ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,273 | $351,847 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,280 | $193,280 | |
| 3 | FDX |
Fedex Corp
|
326 | $102,080 | |
| 4 | HUBG |
Hub Group, Inc.
|
493 | $21,588 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
27 | $5,085 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
17 | $4,920 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
30 | $4,889 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
615 | $4,046 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,847 | 3,273 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,428,674 | 14,522 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $495,652 | 4,997 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,517,740 | 18,170 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,212,693 | 12,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $307,972 | 2,800 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $327,216 | 2,400 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,179,225 | 7,500 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $157 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $169,749 | 947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $277,793 | 1,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $671,891 | 3,865 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $682,344 | 4,224 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,065,120 | 5,835 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,179,315 | 5,499 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,559,537 | 7,276 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,220,070 | 6,700 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,504,086 | 16,849 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,005,882 | 11,800 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,744,920 | 16,300 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $13,863,616 | 83,200 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $200,124 | 1,800 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $342,477 | 3,666 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||