Position in CDW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,265
+$176 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#715
of 746 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Sunrise Financial Services, LLC holds $119,008 across 8 Information Technology Services names. CDW ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
387 | $108,828 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
23 | $3,149 | |
| 3 | ACN |
Accenture plc
|
16 | $1,991 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
19 | $1,956 | |
| 5 | CDW |
CDW Corp
This page
|
9 | $1,265 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
29 | $1,127 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
51 | $576 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
3 | $116 |
All Filings in CDW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,089 | 9 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,225 | 9 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||