Cape Investment Advisory, Inc.
Position in UPS — United Parcel Service Inc
CIK 1944437
MCDONOUGH, GA
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$175,547
-$6,962 QoQ
Shares Held
1,633
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,799
of 2,129 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $336,558 across 6 Integrated Freight & Logistics names. UPS ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,633 | $175,547 | |
| 2 | FDX |
Fedex Corp
|
398 | $124,624 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
136 | $22,164 | |
| 4 | LSTR |
Landstar System Inc
|
44 | $9,099 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
24 | $4,520 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
4 | $604 |
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,547 | 1,633 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $182,509 | 1,840 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $108,755 | 1,302 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $203,192 | 2,013 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $241,098 | 2,192 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $363,798 | 2,885 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $415,427 | 3,047 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $326,250 | 2,384 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $486,763 | 3,275 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $576,876 | 3,669 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $487,093 | 3,125 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $505,843 | 2,822 | Shares | Defined | 2023-10-12 | |
| 2023-03-31 | $492,346 | 2,538 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||