Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$419,203
-$51,501 QoQ
Shares Held
3,061
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#590
of 1,006 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $15,383,327 across 10 Information Technology Services names. BR ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
37,074 | $10,425,579 | |
| 2 | APLD |
Applied Digital Corp.
|
44,020 | $1,641,946 | |
| 3 | INGM |
Ingram Micro Holding Corp
|
41,934 | $1,150,249 | |
| 4 | INFY |
Infosys Ltd
|
41,909 | $439,625 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
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|
3,061 | $419,203 | |
| 6 | CACI |
Caci International Inc /De/
|
837 | $387,748 | |
| 7 | ACN |
Accenture plc
|
3,028 | $376,804 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,692 | $277,195 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,203 | 3,061 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||