OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in UPS — United Parcel Service Inc
CIK 714364
WILLIAMSVILLE, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,215
+$13,013 QoQ
Shares Held
402
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,909
of 2,129 holders
Holding Since
Mar 2023
12 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $80,156 across 6 Integrated Freight & Logistics names. UPS ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
402 | $43,215 | |
| 2 | FDX |
Fedex Corp
|
94 | $29,434 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
46 | $7,497 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
31 | $8 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
12 | $1 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6 | $1 |
All Filings in UPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,215 | 402 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,202 | 307 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,451 | 307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,474 | 293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $24,326 | 241 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,668 | 197 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $1 | 10 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,013 | 27 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,591 | 61 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $716,222 | 4,595 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $813,257 | 4,537 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $503,016 | 2,593 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||