Position in APPF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$414,023
+$81,497 QoQ
Shares Held
2,582
+22.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#220
of 386 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $18,170,722 across 19 Software - Application names. APPF ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
17,955 | $4,021,022 | |
| 2 | CRM |
Salesforce, Inc.
|
23,373 | $3,661,614 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,704 | $2,576,400 | |
| 4 | ADBE |
Adobe Inc.
|
9,941 | $2,038,103 | |
| 5 | DOCU |
Docusign, Inc.
|
17,974 | $798,405 | |
| 6 | SAP |
Sap SE
|
3,889 | $599,333 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,488 | $558,476 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,767 | $473,267 |
All Filings in APPF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,023 | 2,582 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $332,526 | 2,107 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||