Position in CPRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,388,590
+$10,151,026 QoQ
Shares Held
4,228,572
+27.1% QoQ
Ownership
0.457%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 62.74346127232362.ToString("F0")%
Shared 0.16442209286102868.ToString("F0")%
None 37.09211663481535.ToString("F0")%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $279,566,236 across 13 Specialty Business Services names. CPRT ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
This page
|
4,228,572 | $140,388,590 | |
| 2 | AMTM |
Amentum Holdings, Inc.
|
2,604,911 | $67,936,078 | |
| 3 | CASS |
Cass Information Systems Inc
|
686,008 | $30,198,072 | |
| 4 | ARMK |
Aramark
|
597,795 | $24,234,609 | |
| 5 | CTAS |
Cintas Corp
|
50,066 | $8,468,163 | |
| 6 | ULS |
UL Solutions Inc.
|
37,904 | $3,248,751 | |
| 7 | GPN |
Global Payments Inc
|
28,964 | $1,949,277 | |
| 8 | RELX |
Relx PLC
|
52,496 | $1,740,242 |
All Filings in CPRT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,388,590 | 4,228,572 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $130,237,564 | 3,326,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,482,826 | 188,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,395,052 | 89,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,848,178 | 85,672 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,041,137 | 87,840 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,541,508 | 86,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,739,086 | 50,574 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,341,600 | 23,163 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $676,543 | 13,807 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||