Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,634,609
+$450,673 QoQ
Shares Held
24,508
+10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#661
of 2,129 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $7,330,596 across 8 Integrated Freight & Logistics names. UPS ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
24,508 | $2,634,609 | |
| 2 | FDX |
Fedex Corp
|
5,567 | $1,743,194 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,213 | $981,815 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,863 | $539,207 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,015 | $491,384 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,536 | $382,936 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
14,799 | $331,201 | |
| 8 | LSTR |
Landstar System Inc
|
1,094 | $226,250 |
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,634,609 | 24,508 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,183,936 | 22,199 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,992,826 | 20,091 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,600,017 | 19,155 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,918,465 | 19,006 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,673,497 | 15,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,399,079 | 11,095 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,043,682 | 7,655 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $632,931 | 4,625 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $655,606 | 4,411 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $258,486 | 1,644 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $437,370 | 2,440 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $424,838 | 2,190 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||