Valeo Financial Advisors, LLC

Position in ACN — Accenture plc

CIK 1722641 CARMEL, IN

Position in ACN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$348,929

-$286,987 QoQ

Shares Held

2,804

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,278

of 1,871 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $5,246,631 across 4 Information Technology Services names. ACN ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	15,643	$4,398,968
2	APLD	Applied Digital Corp.	11,570	$431,561
3	ACN	Accenture plc This page	2,804	$348,929
4	WIT	Wipro Ltd	29,855	$67,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,929	2,804	-12.6%	Shares	Sole	2026-07-08
2026-03-31	$635,916	3,207	-18.9%	Shares	Sole	2026-05-08
2025-12-31	$1,061,394	3,956	-23.4%	Shares	Sole	2026-02-04
2025-09-30	$1,273,442	5,164	-40.4%	Shares	Sole	2025-11-03
2025-06-30	$2,589,881	8,665	+5.8%	Shares	Sole	2025-09-12
2025-03-31	$2,555,919	8,191	+1.9%	Shares	Sole	2025-04-30
2024-12-31	$2,827,336	8,037	-0.6%	Shares	Sole	2025-01-30
2024-09-30	$2,859,299	8,089	+13.6%	Shares	Sole	2024-10-10
2024-06-30	$2,160,279	7,120	-9.4%	Shares	Sole	2024-07-10
2024-03-31	$2,724,354	7,860	+13.0%	Shares	Sole	2024-04-25
2023-12-31	$2,440,228	6,954	+7.4%	Shares	Sole	2024-01-29
2023-09-30	$1,988,230	6,474	+21.9%	Shares	Sole	2023-10-20
2023-06-30	$1,638,559	5,310	+9.5%	Shares	Sole	2023-07-14
2023-03-31	$1,385,606	4,848	+19.8%	Shares	Sole	2023-04-17
2022-12-31	$1,080,168	4,048	+79.1%	Shares	Sole	2023-02-09
2022-09-30	$581,498	2,260	-2.1%	Shares	Sole	2022-10-31
2022-06-30	$641,093	2,309	-18.3%	Shares	Sole	2022-08-03
2022-03-31	$953,349	2,827	+14.5%	Shares	Sole	2022-04-28
2021-12-31	$1,023,938	2,470	-5.2%	Shares	Sole	2022-01-07
2021-09-30	$833,391	2,605	+67.8%	Shares	Sole	2021-11-02
2021-06-30	$457,514	1,552	+16.0%	Shares	Sole	2021-07-22
2021-03-31	$369,622	1,338	-5.8%	Shares	Sole	2021-04-12
2020-12-31	$371,179	1,421	-81.8%	Shares	Sole	2021-02-11
2020-09-30	$1,768,145	7,824	-1.6%	Shares	Sole	2020-10-28
2020-06-30	$1,707,668	7,953	+579.7%	Shares	Sole	2020-07-20
2020-03-31	$191,014	1,170	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.