Foundations Investment Advisors, LLC

Endowment

Position in UPS — United Parcel Service Inc

CIK 1743404 PHOENIX, AZ

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,499,305

+$815,270 QoQ

Shares Held

41,854

+11.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#493

of 2,129 holders

Holding Since

Dec 2020

23 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, 2026

CallValue

$10,750

CallShares

100

PutValue

PutShares

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, 2026

Foundations Investment Advisors, LLC holds $6,565,590 across 4 Integrated Freight & Logistics names. UPS ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	41,854	$4,499,305
2	JBHT	Hunt J B Transport Services Inc	3,810	$1,102,728
3	FDX	Fedex Corp	2,285	$715,502
4	EXPD	Expeditors International Of Washington Inc	1,522	$248,055

All Filings in UPS

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,750	100	—	Call	Sole	2026-08-14
2026-06-30	$4,499,305	41,854	+11.8%	Shares	Sole	2026-08-14
2026-03-31	$3,684,035	37,447	+31.1%	Shares	Sole	2026-05-11
2025-12-31	$2,832,469	28,556	+41.9%	Shares	Sole	2026-02-10
2025-09-30	$1,681,041	20,125	+3.6%	Shares	Sole	2025-11-03
2025-06-30	$1,960,961	19,427	+14.3%	Shares	Sole	2025-08-08
2025-03-31	$1,869,939	17,001	-0.4%	Shares	Sole	2025-05-07
2024-12-31	$2,152,022	17,066	+7.6%	Shares	Sole	2025-01-22
2024-09-30	$2,161,943	15,857	+11.6%	Shares	Sole	2024-10-21
2024-06-30	$1,944,501	14,209	+32.1%	Shares	Sole	2024-08-02
2024-03-31	$1,599,258	10,760	-13.9%	Shares	Sole	2024-05-13
2023-12-31	$1,963,959	12,491	-56.1%	Shares	Sole	2024-02-08
2023-09-30	$4,433,878	28,446	+0.4%	Shares	Sole	2023-10-05
2023-06-30	$5,076,539	28,321	+4.7%	Shares	Sole	2023-07-19
2023-03-31	$5,248,981	27,058	+33.0%	Shares	Sole	2023-04-25
2022-12-31	$3,537,991	20,352	+161.8%	Shares	Sole	2023-01-11
2022-09-30	$1,255,811	7,774	+63.6%	Shares	Sole	2022-10-19
2022-06-30	$867,430	4,752	+14.8%	Shares	Sole	2022-07-08
2022-03-31	$887,649	4,139	+12.9%	Shares	Sole	2022-04-19
2021-12-31	$785,984	3,667	-14.9%	Shares	Sole	2022-01-21
2021-09-30	$785,033	4,311	+3.5%	Shares	Sole	2021-10-13
2021-06-30	$866,195	4,165	+57.2%	Shares	Sole	2021-07-14
2021-03-31	$450,473	2,650	+81.0%	Shares	Sole	2021-04-09
2020-12-31	$246,537	1,464	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.