Berger Financial Group, Inc

Position in UPS — United Parcel Service Inc

CIK 1826136 Plymouth, MN

Position in UPS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$243,595

+$19,584 QoQ

Shares Held

2,266

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,678

of 2,129 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Berger Financial Group, Inc holds $32,685,196 across 4 Integrated Freight & Logistics names. UPS ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHRW	C. H. Robinson Worldwide, Inc.	136,255	$25,662,266
2	EXPD	Expeditors International Of Washington Inc	40,266	$6,562,552
3	UPS	United Parcel Service Inc This page	2,266	$243,595
4	JBHT	Hunt J B Transport Services Inc	749	$216,783

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,595	2,266	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$224,011	2,277	-7.8%	Shares	Sole	2026-04-28
2025-12-31	$244,999	2,470	-4.3%	Shares	Sole	2026-01-27
2025-09-30	$215,590	2,581	+69.4%	Shares	Sole	2025-10-14
2024-03-31	$226,512	1,524	+24.3%	Shares	Sole	2024-04-16
2023-06-30	$219,760	1,226	-0.6%	Shares	Sole	2023-08-10
2023-03-31	$239,189	1,233	+5.8%	Shares	Sole	2023-04-24
2022-12-31	$202,523	1,165	-2.0%	Shares	Sole	2023-01-30
2022-06-30	$217,040	1,189	-8.0%	Shares	Sole	2022-08-08
2022-03-31	$277,082	1,292	-95.0%	Shares	Sole	2022-05-10
2021-12-31	$5,593,845	26,098	+3.5%	Shares	Sole	2022-01-26
2021-09-30	$4,590,376	25,208	-0.7%	Shares	Sole	2021-10-28
2021-06-30	$5,277,238	25,375	-0.0%	Shares	Sole	2021-07-29
2021-03-31	$4,313,666	25,376	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.