Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,821,517
+$143,975 QoQ
Shares Held
35,549
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#538
of 2,129 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, 2026Truvestments Capital LLC holds $4,586,453 across 8 Integrated Freight & Logistics names. UPS ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
35,549 | $3,821,517 | |
| 2 | FDX |
Fedex Corp
|
1,320 | $413,331 | |
| 3 | PBI |
Pitney Bowes Inc /De/
|
12,000 | $210,240 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
631 | $95,281 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
110 | $20,717 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
89 | $14,505 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
30 | $8,682 | |
| 8 | GXO |
GXO Logistics, Inc.
|
43 | $2,180 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,821,517 | 35,549 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,677,542 | 37,381 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,384,759 | 34,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,005,743 | 35,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,665,636 | 36,315 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,109,556 | 37,363 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,815,813 | 22,330 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,902,951 | 21,292 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,783,939 | 20,343 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,910,175 | 19,580 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,492,095 | 15,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,416,608 | 15,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,716,713 | 15,156 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,852,428 | 14,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,527,807 | 14,541 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,356,868 | 14,590 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,537,123 | 13,899 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,842,238 | 13,253 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,773,773 | 12,941 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,349,454 | 12,902 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,594,009 | 12,473 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,973,413 | 11,609 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $1,676,590 | 9,956 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,642,638 | 9,858 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,360,509 | 12,237 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $763,801 | 8,176 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||