Houlihan Financial Resource Group, Ltd.

Position in UPS — United Parcel Service Inc

CIK 1802879 ASHBURN, VA

Position in UPS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$377,647

-$115,531 QoQ

Shares Held

3,513

-29.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,445

of 2,129 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Houlihan Financial Resource Group, Ltd. holds $604,666 across 2 Integrated Freight & Logistics names. UPS ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	3,513	$377,647
2	FDX	Fedex Corp	725	$227,019

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,647	3,513	-29.9%	Shares	Sole	2026-08-10
2026-03-31	$493,178	5,013	-4.8%	Shares	Sole	2026-04-29
2025-12-31	$522,036	5,263	-37.6%	Shares	Sole	2026-02-10
2025-06-30	$850,924	8,430	-7.7%	Shares	Sole	2025-08-14
2025-03-31	$1,004,208	9,130	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$1,163,903	9,230	-3.1%	Shares	Sole	2025-02-11
2024-09-30	$1,299,320	9,530	-8.6%	Shares	Sole	2024-11-01
2024-03-31	$1,550,210	10,430	-4.0%	Shares	Sole	2024-05-06
2023-12-31	$1,707,989	10,863	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$1,695,709	10,879	-0.7%	Shares	Sole	2023-11-09
2023-03-31	$2,125,354	10,956	-0.7%	Shares	Sole	2023-05-11
2022-12-31	$1,917,455	11,030	-1.1%	Shares	Sole	2023-02-14
2020-09-30	$1,859,257	11,158	-0.8%	Shares	Sole	2020-11-13
2020-03-31	$1,051,161	11,252	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.