Outlook Wealth Advisors, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1767151 SHENANDOAH, TX

Position in CDNS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$425,988

+$106,160 QoQ

Shares Held

1,135

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#990

of 1,494 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,781,445 across 6 Software - Application names. CDNS ranks #1 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc This page	1,135	$425,988
2	IDCC	InterDigital, Inc.	1,114	$315,406
3	NOW	ServiceNow, Inc.	3,126	$310,349
4	PAYX	Paychex Inc	2,645	$260,082
5	ADSK	Autodesk, Inc.	1,233	$239,719
6	UBER	Uber Technologies, Inc	3,186	$229,901

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,988	1,135	-1.4%	Shares	Sole	2026-08-03
2026-03-31	$319,828	1,151	-0.6%	Shares	Sole	2026-04-17
2025-12-31	$361,967	1,158	-1.4%	Shares	Sole	2026-02-11
2025-09-30	$412,730	1,175	-25.8%	Shares	Sole	2025-10-30
2025-06-30	$487,801	1,583	-2.1%	Shares	Sole	2025-08-11
2025-03-31	$411,251	1,617	+0.7%	Shares	Sole	2025-04-14
2024-12-31	$482,238	1,605	+32.2%	Shares	Sole	2025-01-14
2024-09-30	$329,030	1,214	-68.2%	Shares	Sole	2024-10-23
2024-06-30	$1,173,758	3,814	-3.7%	Shares	Sole	2024-07-18
2024-03-31	$1,232,980	3,961	-1.9%	Shares	Sole	2024-04-22
2023-12-31	$1,099,830	4,038	-10.4%	Shares	Sole	2024-01-29
2023-09-30	$1,055,755	4,506	+5.3%	Shares	Sole	2023-10-10
2023-06-30	$1,003,511	4,279	-26.5%	Shares	Sole	2023-07-10
2023-03-31	$1,223,354	5,823	-1.6%	Shares	Sole	2023-04-18
2022-12-31	$950,185	5,915	-3.0%	Shares	Sole	2023-02-14
2022-09-30	$996,596	6,098	-1.6%	Shares	Sole	2022-10-25
2022-06-30	$929,585	6,196	+0.8%	Shares	Sole	2022-07-28
2022-03-31	$1,010,771	6,146	+8.6%	Shares	Sole	2022-07-28
2021-12-31	$1,054,181	5,657	+0.3%	Shares	Sole	2022-01-21
2021-09-30	$854,424	5,642	+1.2%	Shares	Sole	2021-10-22
2021-06-30	$762,497	5,573	+7.1%	Shares	Sole	2021-07-21
2021-03-31	$712,895	5,204	+44.2%	Shares	Sole	2021-05-04
2020-12-31	$492,239	3,608	+4.6%	Shares	Sole	2021-02-04
2020-09-30	$367,873	3,450	+16.1%	Shares	Sole	2020-11-10
2020-06-30	$285,097	2,971	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.