CREATIVE FINANCIAL DESIGNS INC /ADV

Position in UPS — United Parcel Service Inc

CIK 819864 KOKOMO, IN

Position in UPS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,933,602

+$297,051 QoQ

Shares Held

17,987

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#758

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,031,471 across 5 Integrated Freight & Logistics names. UPS ranks #1 (95.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	17,987	$1,933,602
2	FDX	Fedex Corp	191	$59,807
3	JBHT	Hunt J B Transport Services Inc	89	$25,759
4	PBI	Pitney Bowes Inc /De/	412	$7,218
5	CHRW	C. H. Robinson Worldwide, Inc.	27	$5,085

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,933,602	17,987	+8.1%	Shares	Sole	2026-07-28
2026-03-31	$1,636,551	16,635	-2.6%	Shares	Sole	2026-04-13
2025-12-31	$1,693,272	17,071	+10.0%	Shares	Sole	2026-02-06
2025-09-30	$1,295,800	15,513	+52.5%	Shares	Sole	2025-11-12
2025-06-30	$1,026,660	10,171	+387.8%	Shares	Sole	2025-08-04
2025-03-31	$229,329	2,085	+12.0%	Shares	Sole	2025-04-23
2024-12-31	$234,672	1,861	-19.3%	Shares	Sole	2025-02-10
2024-09-30	$314,263	2,305	+27.6%	Shares	Sole	2024-10-28
2024-06-30	$247,287	1,807	+15.2%	Shares	Sole	2024-08-06
2024-03-31	$233,051	1,568	-0.9%	Shares	Sole	2024-05-01
2023-12-31	$248,895	1,583	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$246,586	1,582	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$274,431	1,531	-17.8%	Shares	Sole	2023-07-26
2023-03-31	$361,403	1,863	-1.0%	Shares	Sole	2023-04-25
2022-12-31	$326,993	1,881	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$303,695	1,880	+5.6%	Shares	Sole	2022-11-01
2022-06-30	$324,921	1,780	0.0%	Shares	Sole	2022-08-01
2022-03-31	$381,738	1,780	-1.1%	Shares	Sole	2022-04-15
2021-12-31	$385,597	1,799	+2.3%	Shares	Sole	2022-01-26
2021-09-30	$320,313	1,759	-0.8%	Shares	Sole	2021-10-08
2021-06-30	$368,938	1,774	-0.8%	Shares	Sole	2021-07-27
2021-03-31	$304,112	1,789	+22.9%	Shares	Sole	2021-04-19
2020-12-31	$245,190	1,456	+0.1%	Shares	Sole	2021-01-08
2020-09-30	$242,446	1,455	+1010.7%	Shares	Sole	2020-10-06
2020-06-30	$14,564	131	+336.7%	Shares	Sole	2020-07-23
2020-03-31	$2,802	30	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.