Position in ADEA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$559
+$151 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 300 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADEA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pacific Center for Financial Services holds $271,119 across 15 Software - Application names. ADEA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
915 | $204,914 | |
| 2 | CRM |
Salesforce, Inc.
|
137 | $21,462 | |
| 3 | WDAY |
Workday, Inc.
|
157 | $19,219 | |
| 4 | NOW |
ServiceNow, Inc.
|
50 | $4,964 | |
| 5 | SNOW |
Snowflake Inc.
|
17 | $4,326 | |
| 6 | UBER |
Uber Technologies, Inc
|
58 | $4,185 | |
| 7 | PAYC |
Paycom Software, Inc.
|
30 | $3,770 | |
| 8 | MSTR |
Strategy Inc
|
30 | $2,607 |
All Filings in ADEA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559 | 17 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $408 | 17 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293 | 17 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285 | 17 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $240 | 17 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $224 | 17 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $237 | 17 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $202 | 17 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $190 | 17 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $185 | 17 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $210 | 17 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $181 | 17 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $187 | 17 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $150 | 17 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||