Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,042
+$940,664 QoQ
Shares Held
8,819
+11658.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,032
of 2,129 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $2,566,495 across 8 Integrated Freight & Logistics names. UPS ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
8,819 | $948,042 | |
| 2 | FDX |
Fedex Corp
|
2,537 | $794,410 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,245 | $422,823 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,204 | $181,804 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
764 | $124,516 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
251 | $72,646 | |
| 7 | GXO |
GXO Logistics, Inc.
|
400 | $20,280 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
300 | $1,974 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,042 | 8,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,378 | 75 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,086,428 | 10,953 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,080,377 | 12,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $664,992 | 6,588 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $639,041 | 5,810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $718,013 | 5,694 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $715,451 | 5,228 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $832,218 | 5,293 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,082,205 | 6,943 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,095,267 | 5,646 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $967,071 | 5,563 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,502,483 | 9,301 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,056,176 | 5,786 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,240,222 | 5,783 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,324,406 | 6,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,103,708 | 6,061 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $949,175 | 4,564 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $806,942 | 4,747 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $732,034 | 4,347 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $695,180 | 4,172 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $470,513 | 4,232 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $473,078 | 5,064 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||