Caerus Investment Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 1862682 WEST LAKE HILLS, TX

Position in UPS

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

Position Value

$422,797

+$7,044 QoQ

Shares Held

3,933

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,384

of 2,129 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $4,392,097 across 4 Integrated Freight & Logistics names. UPS ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JBHT	Hunt J B Transport Services Inc	7,140	$2,066,530
2	FDX	Fedex Corp	4,913	$1,538,407
3	UPS	United Parcel Service Inc This page	3,933	$422,797
4	FDXF	FedEx Freight Holding Company, Inc.	2,413	$364,363

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,797	3,933	-6.9%	Shares	Sole	2026-08-14
2026-03-31	$415,753	4,226	-45.4%	Shares	Sole	2026-06-01
2025-12-31	$767,036	7,733	+286.6%	Shares	Sole	2026-02-12
2024-03-31	$297,260	2,000	0.0%	Shares	Sole	2024-04-18
2023-12-31	$314,460	2,000	-0.3%	Shares	Sole	2024-01-19
2023-09-30	$312,675	2,006	0.0%	Shares	Sole	2023-10-26
2023-06-30	$359,575	2,006	0.0%	Shares	Sole	2023-08-14
2023-03-31	$389,143	2,006	0.0%	Shares	Sole	2023-05-10
2022-12-31	$348,723	2,006	0.0%	Shares	Sole	2023-02-14
2022-09-30	$324,049	2,006	0.0%	Shares	Sole	2022-11-04
2022-06-30	$366,175	2,006	-9.1%	Shares	Sole	2022-07-18
2022-03-31	$473,098	2,206	+10.2%	Shares	Sole	2022-05-13
2021-12-31	$429,108	2,002	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.