UPS

UPS

UPS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	ClearBridge Investments Large Cap Value	-	-	APD, AVGO, EIX, INTC, MCK, ORLY, PH, SBUX, SHW, UPS	-			View
2025 Q2	Jul 20, 2025	The London Company Income Equity	4.5%	9.1%	7974 JP, AAPL, APD, CB, MSFT, PGR, PM, UPS	dividends, income, low volatility, Quality, shareholder yield	The letter focuses on high-quality, low-volatility equity income positioned to perform through macro uncertainty. Dividend yield, balance sheet strength, and pricing power are emphasized as defenses against policy and economic risk. Shareholder yield is expected to drive a significant portion of returns.	CB APD PM MSFT	View
2024 Q1	Apr 15, 2024	Mayar Capital	7.7%	9.6%	005930 KS, 0K85 LN, 3M, BFAM, BLND LN, CAP FP, GOOG, HLCL LN, HOME SM, HWDN LN, JNJ, KVUE, PYPL, RITN GR, SAP, UL, UPS, VTY LN, VWS DC, WIX	-			View
2025 Q1	Mar 31, 2025	Miller Howard Investments Infrastructure	-	-	AMAR, CEG, CSX, EQIX, EXC, SRE, TMUS, TRGP, UPS	-			View
2025 Q1	Mar 31, 2025	Madison Sustainable Equity Fund	-	-	A, ACN, COST, ECL, GOOG, LIN, LLY, ORCL, PGR, UPS, USB, V	-			View
2025 Q4	Feb 3, 2026	Fidelity Freedom 2055 Fund	3.8%	23.7%	BAC, GEV, UPS, WFC	asset allocation, diversification, equities, global, target date, Valuations	The fund emphasizes portfolio diversification as a key strategy, particularly highlighting the need for diversification in fixed income and inflation-resistant assets to hedge against macro risks including government debt, global fragmentation, aging demographics and new technology impacts. The fund views elevated asset valuations, particularly for U.S. stocks, as providing little cushion against near-term risks. However, they believe valuations outside of the AI epicenter are reasonable, with many sectors showing improving growth expectations.		View
2025 Q3	Oct 20, 2025	The Davenport Value & Income Fund	5.2%	-	LOW, NSC, ORCL, UPS	Accenture, Artificial Intelligence, Dividend Growth, energy, healthcare	The fund outperformed as holdings like Oracle and TE Connectivity benefited from AI data center expansion, while dividend growth remained robust across holdings. Managers added Accenture, Novo Nordisk, and ExxonMobil to balance technology with healthcare and energy exposure. They see broadening market leadership as rate cuts support cyclical sectors and income stability.		View
2025 Q3	Oct 19, 2025	Miller Howard Investments Infrastructure	3.0%	-	AMT, CCI, CMCSA, ENB CN, ETR, KMI, OKE, PPL, SRE, TRP CN, UPS	AI, dividends, energy, infrastructure, Utilities	Infrastructure assets gained from AI-related data center expansion and natural gas project growth. Utilities and midstream firms benefit from AI-driven energy consumption and capital projects, while cell towers underperformed amid slowing growth. The portfolio remains positioned for stable income and dividend growth from regulated assets.	PPL SRE ETR ENB CN CCI	View
2025 Q4	Jan 28, 2026	Fidelity Freedom 2045 Fund	3.7%	23.8%	BAC, GEV, UPS, WFC	asset allocation, diversification, equities, fixed income, global, Target-Date	The fund emphasizes portfolio diversification as a key strategy to navigate macro-oriented themes including government debt, global fragmentation, aging demographics and new technology. Diversification in fixed income and inflation-resistant assets remains attractive to hedge these risks. Active risk is at the low end of the historical range based on elevated asset valuations, particularly for U.S. stocks, which provide little cushion against near-term economic and geopolitical risk. Valuations outside of the AI epicenter are considered reasonable.		View
2025 Q4	Jan 24, 2026	Miller Howard Investments Infrastructure	-2.9%	8.8%	AMT, CEG, LNG, MPC, NEE, NGG, PEG, SRE, T, TMUS, TRGP, UPS, VZ, XEL	Data centers, dividends, energy, infrastructure, nuclear, Utilities	The US nuclear industry is undergoing its most significant shift in decades with rising electricity demand, policy support, and emerging technologies creating foundation for long-term capacity expansion. The manager views companies with existing nuclear assets and restart plans as ideal investments with attractive risk/reward profiles. Rising electricity demand driven by data centers is a key growth driver, with hyperscalers signing multiple power purchase agreements for nuclear offtake. Data centers have power demands ranging from 50 MW to 2 GW and are willing to sign agreements at premium prices for nuclear generation. The portfolio offers high dividend yield over 2.5x the S&P 500 Index with strong prospects for dividend growth and ample coverage. Eight holdings announced dividend increases this quarter with an average increase of 9.5%. Policy support through the Infrastructure Investment and Jobs Act and Inflation Reduction Act has provided financial support and tax credits for nuclear development, putting it on level ground with wind and solar while creating a floor for existing nuclear fleet.		View
2025 Q4	Jan 18, 2026	Mayar Capital	4.5%	14.1%	005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO	defense, fundamentals, global, Quality, Speculation, value	The fund maintains its disciplined value investing approach, focusing on boring companies with durable competitive advantages trading at reasonable prices. The manager emphasizes that fundamentals eventually win out despite current market speculation. The manager identifies significant red flags in circular financing fueling the AI boom, comparing it to vendor financing of the late 90s. Companies like Oracle, OpenAI, Nvidia and CoreWeave participate in arrangements that effectively fund their own customers' purchases. Strategy Inc. (formerly MicroStrategy) serves as a cautionary tale of speculative excess. The stock fell 60% as its premium to Bitcoin holdings evaporated, forcing the company to sell equity to cover preferred dividends rather than buy more Bitcoin.	NKE TW LN BKNG	View
2024 Q2	Jul 31, 2024	ClearBridge Investments All Cap Growth	0.0%	0.0%	ELF, IDXX, UPS	-			View
2023 Q2	Jul 18, 2023	Mayar Capital	7.7%	9.6%	AMZN, UPS	-			View
2023 Q1	Apr 14, 2023	Madison Dividend Income Fund	10.1%	9.5%	UPS, USB	-			View
2025 Q1	Mar 31, 2025	Mayar Capital	2.9%	2.9%	005930 KS, AHT LN, ALO FP, BFAM, BLND LN, CAP FP, FOUR LN, GOOG, HLCL LN, JNJ, KVUE, LH, NKE, NVO, PYPL, SAP FP, SOLV, SOM LN, UPS, V, VTY LN	-			View
2023 Q1	Mar 31, 2023	Vulcan Value Partners – Large Cap	8.2%	17.6%	IHG, MSFT, UPS	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of UPS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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