Position in AMPL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$197
New position
Shares Held
29
first reported quarter
Ownership
0.000%
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, 2026Capital Advisors, Ltd. LLC holds $1,558,536 across 44 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,635 | $366,158 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
859 | $322,399 | |
| 3 | CRM |
Salesforce, Inc.
|
1,054 | $165,119 | |
| 4 | ADBE |
Adobe Inc.
|
706 | $144,744 | |
| 5 | PAYX |
Paychex Inc
|
1,402 | $137,858 | |
| 6 | INTU |
Intuit Inc.
|
408 | $106,488 | |
| 7 | ROP |
Roper Technologies Inc
|
296 | $100,163 | |
| 8 | UBER |
Uber Technologies, Inc
|
1,038 | $74,902 |
All Filings in AMPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197 | 29 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||