Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$206,185
+$20,051 QoQ
Shares Held
1,918
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,764
of 2,129 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $323,424 across 9 Integrated Freight & Logistics names. UPS ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,918 | $206,185 | |
| 2 | FDX |
Fedex Corp
|
182 | $56,989 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
146 | $23,795 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
89 | $13,439 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
59 | $11,112 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
16 | $4,630 | |
| 7 | GXO |
GXO Logistics, Inc.
|
78 | $3,954 | |
| 8 | LSTR |
Landstar System Inc
|
15 | $3,102 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,185 | 1,918 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $186,134 | 1,892 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $172,987 | 1,744 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $96,978 | 1,161 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $128,698 | 1,275 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $174,664 | 1,588 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $127,739 | 1,013 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $156,109 | 1,145 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $176,399 | 1,289 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $193,962 | 1,305 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $189,619 | 1,206 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||