Position in BR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$470,704
-$95,701 QoQ
Shares Held
2,897
+14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 6.040731791508457.ToString("F0")%
Shared 0.ToString("F0")%
None 93.95926820849154.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Mutual Advisors, LLC holds $11,870,808 across 8 Information Technology Services names. BR ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
35,546 | $8,615,994 | |
| 2 | ACN |
Accenture plc
|
5,940 | $1,177,842 | |
| 3 | CACI |
Caci International Inc /De/
|
954 | $518,851 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,897 | $470,704 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
2,874 | $446,964 | |
| 6 | INFY |
Infosys Ltd
|
23,390 | $315,998 | |
| 7 | SAIC |
Science Applications International Corp
|
2,929 | $278,020 | |
| 8 | DAIC |
CID Holdco, Inc.
|
269,974 | $46,435 |
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,704 | 2,897 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $566,405 | 2,538 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $611,382 | 2,567 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $661,770 | 2,723 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $585,540 | 2,415 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $438,614 | 1,940 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $373,292 | 1,736 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $278,952 | 1,416 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $261,811 | 1,278 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $251,220 | 1,221 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $212,353 | 1,186 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $313,868 | 1,895 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $302,080 | 2,061 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||