Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$673,165
New position
Shares Held
6,262
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,172
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, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $826,186 across 7 Integrated Freight & Logistics names. UPS ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
6,262 | $673,165 | |
| 2 | FDX |
Fedex Corp
|
337 | $105,524 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
166 | $25,066 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
62 | $10,104 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
37 | $6,968 | |
| 6 | GXO |
GXO Logistics, Inc.
|
100 | $5,070 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 |
All Filings in UPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,165 | 6,262 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||