Capital Advisors, Ltd. LLC
Position in UPS — United Parcel Service Inc
CIK 1597878
SHAKER HEIGHTS, OH
Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,512
-$26,709 QoQ
Shares Held
135
-67.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,007
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $342,492 across 7 Integrated Freight & Logistics names. UPS ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
721 | $225,766 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
359 | $54,209 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
182 | $34,277 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
135 | $14,512 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
46 | $13,313 | |
| 6 | GXO |
GXO Logistics, Inc.
|
5 | $253 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1 | $162 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,512 | 135 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $41,221 | 419 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $41,560 | 419 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $45,106 | 540 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $77,622 | 769 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $119,669 | 1,088 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $144,510 | 1,146 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $148,610 | 1,090 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $143,145 | 1,046 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $165,276 | 1,112 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $182,858 | 1,163 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $187,823 | 1,205 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $206,137 | 1,150 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $232,981 | 1,201 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $200,785 | 1,155 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $189,486 | 1,173 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $213,754 | 1,171 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $244,913 | 1,142 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $246,276 | 1,149 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $207,958 | 1,142 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $74,245 | 357 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $60,686 | 357 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $60,118 | 357 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $59,486 | 357 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $39,691 | 357 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $33,350 | 357 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||