Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$113,520
+$12,779 QoQ
Shares Held
1,056
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,828
of 2,129 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026American Capital Advisory, LLC holds $152,076 across 7 Integrated Freight & Logistics names. UPS ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,056 | $113,520 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
112 | $18,253 | |
| 3 | FDX |
Fedex Corp
|
37 | $11,585 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
18 | $5,209 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
16 | $2,416 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5 | $941 | |
| 7 | GXO |
GXO Logistics, Inc.
|
3 | $152 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,520 | 1,056 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $100,741 | 1,024 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $81,434 | 821 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $68,494 | 820 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $81,357 | 806 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $88,651 | 806 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $97,601 | 774 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $105,527 | 774 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $105,921 | 774 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $115,039 | 774 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $121,696 | 774 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||