Position in CACC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,031
+$142,349 QoQ
Shares Held
567
+78.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 297 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CACC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. CACC ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLCP |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in CACC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,031 | 567 | Shares | Sole | 2026-07-29 | |
| 2021-12-31 | $218,682 | 318 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||