Lifestyle Asset Management, Inc.

Position in ADBE — Adobe Inc.

CIK 1845675 Friendswood, TX

Position in ADBE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,733,034

+$118,011 QoQ

Shares Held

8,453

+27.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#765

of 1,956 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $5,775,610 across 5 Software - Application names. ADBE ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc. This page	8,453	$1,733,034
2	DOCU	Docusign, Inc.	37,931	$1,684,895
3	PEGA	Pegasystems Inc	55,750	$1,670,827
4	PCTY	Paylocity Holding Corp	3,422	$357,701
5	ADSK	Autodesk, Inc.	1,693	$329,153

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,733,034	8,453	+27.2%	Shares	Sole	2026-07-20
2026-03-31	$1,615,023	6,644	+28.9%	Shares	Sole	2026-04-10
2025-12-31	$1,803,498	5,153	+2.0%	Shares	Sole	2026-02-11
2025-09-30	$1,781,740	5,051	+537.8%	Shares	Sole	2025-10-09
2025-06-30	$306,408	792	+19.1%	Shares	Sole	2025-07-09
2025-03-31	$255,047	665	+26.7%	Shares	Sole	2025-04-10
2024-12-31	$233,457	525	-5.2%	Shares	Sole	2025-01-17
2024-09-30	$286,850	554	+1.1%	Shares	Sole	2024-10-31
2024-06-30	$304,435	548	+28.0%	Shares	Sole	2024-07-19
2024-03-31	$215,968	428	-2.1%	Shares	Sole	2024-04-19
2023-12-31	$260,714	437	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.