Advisory Resource Group

Position in CDNS — Cadence Design Systems Inc

CIK 1764968 Tulsa, OK

Position in CDNS

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

Position Value

$2,123,185

+$728,000 QoQ

Shares Held

5,657

+12.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#615

of 1,494 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Resource Group holds $11,185,297 across 4 Software - Application names. CDNS ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	38,692	$6,061,488
2	CDNS	Cadence Design Systems Inc This page	5,657	$2,123,185
3	UBER	Uber Technologies, Inc	23,198	$1,673,967
4	SHOP	Shopify Inc.	11,619	$1,326,657

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,123,185	5,657	+12.7%	Shares	Sole	2026-07-14
2026-03-31	$1,395,185	5,021	+3.1%	Shares	Sole	2026-05-15
2025-12-31	$1,521,639	4,868	+26.9%	Shares	Sole	2026-02-12
2025-09-30	$1,347,082	3,835	-6.5%	Shares	Sole	2025-10-22
2025-06-30	$1,264,031	4,102	+3.1%	Shares	Sole	2025-08-08
2025-03-31	$1,011,470	3,977	+11.3%	Shares	Sole	2025-04-21
2024-12-31	$1,073,844	3,574	-4.0%	Shares	Sole	2025-01-28
2024-09-30	$1,008,502	3,721	+20.9%	Shares	Sole	2024-11-20
2024-06-30	$947,254	3,078	+9.2%	Shares	Sole	2024-07-24
2024-03-31	$877,187	2,818	+1.1%	Shares	Sole	2024-05-17
2023-12-31	$759,367	2,788	-6.9%	Shares	Sole	2024-01-11
2023-09-30	$701,962	2,996	+6.9%	Shares	Sole	2023-12-05
2023-06-30	$657,125	2,802	—	Shares	Sole	2023-07-11
No filing history on record for this holder in this stock.