Position in ALIT
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$8,105
New position
Shares Held
695
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Pure Financial Advisors, LLC holds $7,899,654 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
12,248 | $1,398,476 | |
| 2 | SAP |
Sap SE
|
7,247 | $1,116,835 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,166 | $950,058 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,620 | $855,793 | |
| 5 | CRM |
Salesforce, Inc.
|
4,585 | $718,286 | |
| 6 | PAYX |
Paychex Inc
|
6,824 | $671,003 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,231 | $499,632 | |
| 8 | ADBE |
Adobe Inc.
|
2,208 | $452,684 |
All Filings in ALIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,105 | 13,903 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||