Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,016,057
+$457,620 QoQ
Shares Held
46,661
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#126
of 883 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $7,031,978 across 14 Integrated Freight & Logistics names. UPS ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
46,661 | $5,016,057 | |
| 2 | FDX |
Fedex Corp
|
2,571 | $805,057 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
1,301 | $376,548 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,997 | $376,114 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,263 | $190,713 | |
| 6 | LSTR |
Landstar System Inc
|
493 | $101,957 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
573 | $93,387 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
3,120 | $54,662 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,016,057 | 46,661 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,558,437 | 46,335 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,451,448 | 44,878 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,230,439 | 38,674 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,026,080 | 29,979 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $935,354 | 8,504 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,000,351 | 7,933 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $292,040 | 2,142 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $695,334 | 5,081 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,059,880 | 7,131 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,084,729 | 6,899 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $986,189 | 6,327 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,645,694 | 9,181 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,910,219 | 9,847 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,185,618 | 18,325 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,218,522 | 19,924 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,443,799 | 18,866 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $4,046,002 | 18,866 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $2,506,706 | 11,695 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,140,221 | 11,753 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,961,781 | 9,433 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,606,575 | 9,451 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,788,071 | 10,618 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,629,808 | 9,781 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $804,387 | 7,235 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $579,204 | 6,200 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||