Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$82,882
+$6,343 QoQ
Shares Held
771
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,856
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$49,190
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $294,062 across 6 Integrated Freight & Logistics names. UPS ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
626 | $117,900 | |
| 2 | UPS |
United Parcel Service Inc
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|
771 | $82,882 | |
| 3 | FDX |
Fedex Corp
|
224 | $70,141 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
112 | $16,912 | |
| 5 | GXO |
GXO Logistics, Inc.
|
100 | $5,070 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
4 | $1,157 |
All Filings in UPS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,882 | 771 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $49,190 | 500 | Call | Sole | 2026-04-16 | |
| 2026-03-31 | $76,539 | 778 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $76,872 | 775 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $99,190 | 1,000 | Principal | Sole | 2026-01-20 | |
| 2025-09-30 | $83,530 | 1,000 | Call | Sole | 2025-10-09 | |
| 2025-09-30 | $54,962 | 658 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $66,014 | 654 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $79,852 | 726 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $86,504 | 686 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $96,665 | 709 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $112,490 | 822 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $126,930 | 854 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $136,475 | 868 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $137,789 | 884 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $161,325 | 900 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $178,276 | 919 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $133,335 | 767 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $122,124 | 756 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $137,817 | 755 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $154,411 | 720 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $151,967 | 709 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $126,013 | 692 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $143,707 | 691 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $82,445 | 485 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $81,505 | 484 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $80,482 | 483 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $53,588 | 482 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $44,935 | 481 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||