&PARTNERS

Position in BR — Broadridge Financial Solutions, Inc.

CIK 107136 NASHVILLE, TN

Position in BR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,377,187

+$534,112 QoQ

Shares Held

24,660

+40.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#265

of 1,012 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

&PARTNERS holds $122,593,063 across 22 Information Technology Services names. BR ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	269,706	$75,844,024
2	ACN	Accenture plc	214,294	$26,666,745
3	JKHY	Jack Henry & Associates Inc	32,065	$4,416,633
4	BR	Broadridge Financial Solutions, Inc. This page	24,660	$3,377,187
5	FIS	Fidelity National Information Services, Inc.	56,070	$2,180,001
6	CDW	CDW Corp	12,827	$1,803,989
7	CACI	Caci International Inc /De/	3,662	$1,696,458
8	GLOB	Globant S.A.	35,107	$1,015,996

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,377,187	24,660	+40.9%	Shares	Sole	2026-08-14
2026-03-31	$2,843,075	17,498	+20.1%	Shares	Sole	2026-05-15
2025-12-31	$3,250,247	14,564	+8.1%	Shares	Sole	2026-02-17
2025-09-30	$3,210,055	13,478	+6.8%	Shares	Sole	2025-11-14
2025-06-30	$3,067,767	12,623	+85.1%	Shares	Sole	2025-08-14
2025-03-31	$1,653,819	6,821	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$1,592,577	7,044	+16.0%	Shares	Sole	2025-02-14
2024-09-30	$1,305,662	6,072	+66.1%	Shares	Sole	2024-11-14
2024-06-30	$720,035	3,655	+78.9%	Shares	Sole	2024-07-24
2024-03-31	$418,528	2,043	—	Shares	Sole	2024-04-11
No filing history on record for this holder in this stock.