ACTION POINT FINANCIAL PLANNING, LLC
Position in UPS — United Parcel Service Inc
CIK 2116119
GRAND RAPIDS, MI
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$410,640
New position
Shares Held
3,820
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,400
of 2,129 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $547,346 across 10 Integrated Freight & Logistics names. UPS ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,820 | $410,640 | |
| 2 | FDX |
Fedex Corp
|
172 | $53,849 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
103 | $16,781 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
87 | $16,383 | |
| 5 | LSTR |
Landstar System Inc
|
79 | $16,334 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
80 | $12,080 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
36 | $10,417 | |
| 8 | GXO |
GXO Logistics, Inc.
|
103 | $5,219 |
All Filings in UPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,640 | 3,820 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||