Position in ALIT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$309,478
+$293,369 QoQ
Shares Held
1,382
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 198 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALIT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $23,255,635 across 24 Software - Application names. ALIT ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
55,081 | $3,974,644 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,057 | $2,700,165 | |
| 3 | SAP |
Sap SE
|
15,623 | $2,407,660 | |
| 4 | DDOG |
Datadog, Inc.
|
6,709 | $1,746,755 | |
| 5 | CRM |
Salesforce, Inc.
|
8,616 | $1,349,782 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,546 | $1,330,884 | |
| 7 | INTU |
Intuit Inc.
|
4,900 | $1,278,900 | |
| 8 | NOW |
ServiceNow, Inc.
|
11,311 | $1,122,956 |
All Filings in ALIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,478 | 27,632 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,109 | 27,632 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $53,882 | 27,632 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||