Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,489,485
+$188,181 QoQ
Shares Held
23,158
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#679
of 2,129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Horizon Investments, LLC holds $23,601,019 across 9 Integrated Freight & Logistics names. UPS ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
29,242 | $9,156,547 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
11,968 | $3,463,898 | |
| 3 | LSTR |
Landstar System Inc
|
13,131 | $2,715,622 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
23,158 | $2,489,485 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
14,609 | $2,380,974 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
14,458 | $2,183,158 | |
| 7 | HUBG |
Hub Group, Inc.
|
18,849 | $825,397 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,045 | $385,155 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,489,485 | 23,158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,301,304 | 23,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,180,493 | 21,983 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,831,144 | 21,922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,938,237 | 88,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,657,109 | 15,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,822,018 | 14,449 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,351,728 | 17,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,965,029 | 14,359 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,473,946 | 16,645 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,594,609 | 16,502 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,164,940 | 20,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,564,027 | 19,883 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,746,334 | 19,312 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,920,265 | 22,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,756,087 | 41,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,538,263 | 30,340 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,511,059 | 39,686 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,629,432 | 35,595 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,190,489 | 33,995 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,002,638 | 28,863 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,109,235 | 12,408 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,759,226 | 16,559 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,774,321 | 15,959 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $935,974 | 10,019 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||