Position in CPRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$655,389
-$117,673 QoQ
Shares Held
23,249
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#580
of 1,058 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $1,194,582 across 2 Specialty Business Services names. CPRT ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
This page
|
23,249 | $655,389 | |
| 2 | GPN |
Global Payments Inc
|
7,431 | $539,193 |
All Filings in CPRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,389 | 23,249 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $773,062 | 23,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $909,337 | 23,227 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $917,882 | 20,411 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||