Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$75,895
New position
Shares Held
706
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,861
of 2,129 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Planning Strategies Inc. holds $84,172 across 6 Integrated Freight & Logistics names. UPS ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
706 | $75,895 | |
| 2 | FDX |
Fedex Corp
|
16 | $5,010 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
5 | $1,447 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
4 | $651 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
4 | $604 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3 | $565 |
All Filings in UPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,895 | 706 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||