Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,358,950
+$801,661 QoQ
Shares Held
87,060
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#334
of 2,125 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$967,500
PutShares
9,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026VestGen Advisors, LLC holds $12,239,314 across 6 Integrated Freight & Logistics names. UPS ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
87,060 | $9,358,950 | |
| 2 | HUBG |
Hub Group, Inc.
|
19,398 | $849,438 | |
| 3 | FDX |
Fedex Corp
|
2,466 | $772,178 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,787 | $517,211 | |
| 5 | LSTR |
Landstar System Inc
|
2,195 | $453,947 | |
| 6 | PBI |
Pitney Bowes Inc /De/
|
16,415 | $287,590 |
All Filings in UPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,358,950 | 87,060 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $967,500 | 9,000 | Put | Sole | 2026-08-11 | |
| 2026-03-31 | $8,557,289 | 86,982 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $885,420 | 9,000 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $8,485,803 | 85,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,325,413 | 87,698 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,693,343 | 76,217 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,654,915 | 51,413 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||