Trifecta Capital Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1962615
NORTHBROOK, IL
Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,290
-$798 QoQ
Shares Held
12
-52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,106
of 2,129 holders
Holding Since
Dec 2022
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, 2026Trifecta Capital Advisors, LLC holds $4,790 across 6 Integrated Freight & Logistics names. UPS ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
12 | $1,290 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
6 | $977 | |
| 3 | FDX |
Fedex Corp
|
3 | $939 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
3 | $868 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3 | $565 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1 | $151 |
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290 | 12 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $2,088 | 25 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,523 | 25 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,749 | 25 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,152 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,408 | 25 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,421 | 25 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,715 | 25 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,930 | 25 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,896 | 25 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,481 | 25 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,849 | 25 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,346 | 25 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||