SEC 13F Intelligence

Isthmus Partners, LLC / UPS

Isthmus Partners, LLC’s United Parcel Svcs Inc Position

Does Isthmus Partners, LLC own United Parcel Svcs Inc (UPS)? Yes128.7K shares worth $13M (+1.33% of its 13F portfolio) as of Q1 2026, up from 122.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
128.7K
% of Portfolio
+1.33%
Quarters Held
29
currently held

Position History UPS

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ1 ’20: $6MQ1 ’20Q2 ’20: $8MQ3 ’20: $11MQ4 ’20: $11MQ1 ’21: $11MQ1 ’21Q2 ’21: $13MQ3 ’21: $11MQ4 ’21: $13MQ1 ’22: $13MQ1 ’22Q2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ1 ’23: $12MQ1 ’23Q2 ’23: $12MQ3 ’23: $10MQ4 ’23: $11MQ1 ’24: $15MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ4 ’24: $11MQ1 ’25: $11MQ1 ’25Q2 ’25: $13MQ3 ’25: $10MQ4 ’25: $12MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026128.7K$13M+1.33%
Q4 2025122.4K$12M+1.35%
Q3 2025122.9K$10M+2.28%
Q2 2025125.0K$13M+1.47%
Q1 2025100.6K$11M+1.39%
Q4 202485.7K$11M+1.31%
Q3 2024101.1K$14M+1.64%
Q2 202498.1K$13M+1.58%
Q1 202497.6K$15M+1.65%
Q4 202368.4K$11M+1.40%
Q3 202365.1K$10M+1.46%
Q2 202364.6K$12M+1.58%
Q1 202363.1K$12M+1.72%
Q4 202260.8K$11M+1.59%
Q3 202263.1K$10M+1.76%
Q2 202262.9K$11M+2.14%
Q1 202261.6K$13M+2.17%
Q4 202160.7K$13M+2.18%
Q3 202161.0K$11M+2.02%
Q2 202161.2K$13M+2.24%
Q1 202165.6K$11M+2.05%
Q4 202066.6K$11M+2.28%
Q3 202068.0K$11M+2.65%
Q2 202071.1K$8M+1.95%
Q1 202066.9K$6M+1.92%
Q4 201965.8K$8M+1.75%
Q3 201965.9K$8M+1.87%
Q2 201966.3K$7M+1.63%
Q4 201850.2K$5M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Isthmus Partners, LLC’s full portfolio or all institutional holders of UPS.