Birch Capital Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1799859 DALLAS, TX

Position in UPS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,691,122

+$1,564,836 QoQ

Shares Held

62,243

+19.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#394

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Birch Capital Management, LLC holds $15,267,961 across 3 Integrated Freight & Logistics names. UPS ranks #2 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	22,796	$7,138,111
2	UPS	United Parcel Service Inc This page	62,243	$6,691,122
3	FDXF	FedEx Freight Holding Company, Inc.	9,528	$1,438,728

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,691,122	62,243	+19.5%	Shares	Sole	2026-07-27
2026-03-31	$5,126,286	52,107	+18.0%	Shares	Sole	2026-04-15
2025-12-31	$4,378,444	44,142	-12.4%	Shares	Sole	2026-02-03
2025-09-30	$4,209,076	50,390	-2.0%	Shares	Sole	2025-10-27
2025-06-30	$5,187,710	51,394	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$5,657,225	51,434	+8.0%	Shares	Sole	2025-04-16
2024-12-31	$6,007,530	47,641	+1.8%	Shares	Sole	2025-01-07
2024-09-30	$6,379,484	46,791	+6.4%	Shares	Sole	2024-10-15
2024-06-30	$6,016,610	43,965	+0.6%	Shares	Sole	2024-07-08
2024-03-31	$6,493,198	43,687	+9.9%	Shares	Sole	2024-04-11
2023-12-31	$6,251,779	39,762	+11.3%	Shares	Sole	2024-01-24
2023-09-30	$5,570,637	35,739	+4.2%	Shares	Sole	2023-10-12
2023-06-30	$6,149,171	34,305	+1.8%	Shares	Sole	2023-07-12
2023-03-31	$6,540,178	33,714	-0.3%	Shares	Sole	2023-04-10
2022-12-31	$5,877,008	33,807	-5.1%	Shares	Sole	2023-02-06
2022-09-30	$5,755,508	35,629	+1.5%	Shares	Sole	2023-03-30
2022-06-30	$6,404,598	35,086	+8.5%	Shares	Sole	2023-03-30
2022-03-31	$6,938,209	32,352	+3.1%	Shares	Sole	2022-04-05
2021-12-31	$6,725,989	31,380	+0.3%	Shares	Sole	2022-01-06
2021-09-30	$5,695,905	31,279	+0.0%	Shares	Sole	2021-10-05
2021-06-30	$6,502,805	31,268	+1.6%	Shares	Sole	2021-07-28
2021-03-31	$5,229,062	30,761	+7.9%	Shares	Sole	2021-04-05
2020-12-31	$4,800,578	28,507	+3.5%	Shares	Sole	2021-02-02
2020-09-30	$4,587,823	27,533	-0.4%	Shares	Sole	2020-10-06
2020-06-30	$3,073,126	27,641	+9.8%	Shares	Sole	2020-07-02
2020-03-31	$2,352,595	25,183	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.