Position in BDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,109
New position
Shares Held
76
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 371 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Communication Equipment
Technology · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,456,690 across 14 Communication Equipment names. BDC ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
4,004 | $470,288 | |
| 2 | ZBRA |
Zebra Technologies Corp
|
1,371 | $360,927 | |
| 3 | ASTS |
AST SpaceMobile, Inc.
|
1,880 | $167,035 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
388 | $161,124 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
2,164 | $97,612 | |
| 6 | CIEN |
Ciena Corp
|
147 | $72,106 | |
| 7 | AAOI |
Applied Optoelectronics, Inc.
|
326 | $48,298 | |
| 8 | LITE |
Lumentum Holdings Inc.
|
50 | $42,901 |
All Filings in BDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,109 | 76 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||