Phillips Wealth Planners LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1962628
STARKVILLE, MS
Position in CDNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,443
+$59,610 QoQ
Shares Held
606
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,181
of 1,494 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. CDNS ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,449 | $383,660 | |
| 2 | PAYX |
Paychex Inc
|
3,752 | $368,934 | |
| 3 | ROP |
Roper Technologies Inc
|
942 | $318,763 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,331 | $298,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
606 | $227,443 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,545 | $194,175 |
All Filings in CDNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,443 | 606 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $167,833 | 604 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $199,738 | 639 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $217,429 | 619 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||