Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$59,500,282
+$5,718,199 QoQ
Shares Held
553,491
+1.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#106
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)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$22,365
PutShares
6,300
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, 2026Cetera Investment Advisers holds $133,268,712 across 11 Integrated Freight & Logistics names. UPS ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
553,491 | $59,500,282 | |
| 2 | FDX |
Fedex Corp
|
108,013 | $33,822,110 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
113,017 | $21,285,621 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
45,711 | $6,902,361 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
20,866 | $6,039,246 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
19,965 | $3,253,895 | |
| 7 | LSTR |
Landstar System Inc
|
5,671 | $1,172,819 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
30,983 | $542,822 |
All Filings in UPS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,500,282 | 553,491 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $22,365 | 6,300 | Put | Sole | 2026-08-12 | |
| 2026-03-31 | $53,782,083 | 546,677 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $50,633,122 | 510,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $42,144,977 | 504,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,303,398 | 379,467 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,427,426 | 349,372 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $35,141,674 | 278,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,803,565 | 262,605 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,671,919 | 304,508 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $46,142,332 | 310,451 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $10,618,685 | 67,536 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,972,156 | 70,393 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,099,912 | 67,503 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,552,529 | 69,862 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,375,394 | 65,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,184,653 | 44,476 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,354,992 | 51,249 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,891,109 | 46,121 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,919,869 | 46,281 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,537,394 | 46,883 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,427,696 | 45,332 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,074,303 | 41,616 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,960,773 | 47,273 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,946,185 | 17,681 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,239,054 | 20,139 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,644,192 | 17,600 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||