Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$362,597
+$258,807 QoQ
Shares Held
3,373
+219.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,465
of 2,129 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $629,301 across 10 Integrated Freight & Logistics names. UPS ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,373 | $362,597 | |
| 2 | FDX |
Fedex Corp
|
539 | $168,777 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
269 | $40,619 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
64 | $18,522 | |
| 5 | LSTR |
Landstar System Inc
|
83 | $17,165 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
74 | $13,937 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
39 | $6,355 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
27 | $604 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,597 | 3,373 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $103,790 | 1,055 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $104,645 | 1,055 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $86,954 | 1,041 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $81,963 | 812 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $91,731 | 834 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $81,334 | 645 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $112,480 | 825 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $94,973 | 694 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $53,804 | 362 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||