Concurrent Investment Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 2001015 Tampa, FL

Position in UPS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$15,584,489

+$3,596,985 QoQ

Shares Held

144,972

+19.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#240

of 2,129 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $21,510,919 across 8 Integrated Freight & Logistics names. UPS ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	144,972	$15,584,489
2	FDX	Fedex Corp	8,110	$2,539,483
3	CHRW	C. H. Robinson Worldwide, Inc.	8,119	$1,529,131
4	FDXF	FedEx Freight Holding Company, Inc.	4,469	$674,819
5	EXPD	Expeditors International Of Washington Inc	3,712	$604,981
6	JBHT	Hunt J B Transport Services Inc	916	$265,117
7	LSTR	Landstar System Inc	1,168	$241,553
8	SERV	Serve Robotics Inc. /DE/	10,843	$71,346

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,584,489	144,972	+19.0%	Shares	Sole	2026-07-27
2026-03-31	$11,987,504	121,849	+11.9%	Shares	Sole	2026-04-21
2025-12-31	$10,804,567	108,928	+97.8%	Shares	Sole	2026-01-29
2025-09-30	$4,599,495	55,064	+16.3%	Shares	Sole	2025-10-27
2025-06-30	$4,780,013	47,355	+1.1%	Shares	Sole	2025-07-25
2025-03-31	$5,152,701	46,847	+1.8%	Shares	Sole	2025-04-29
2024-12-31	$5,803,374	46,022	-0.9%	Shares	Sole	2025-02-03
2024-09-30	$6,330,811	46,434	-26.5%	Shares	Sole	2024-10-30
2024-06-30	$8,640,845	63,141	+43.9%	Shares	Sole	2024-07-30
2024-03-31	$6,523,222	43,889	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$6,798,782	43,241	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.