Position in CPRT
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$11,020,175
-$603,842 QoQ
Shares Held
390,925
+11.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#200
of 1,060 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $14,614,098 across 7 Specialty Business Services names. CPRT ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
This page
|
390,925 | $11,020,175 | |
| 2 | ARMK |
Aramark
|
20,785 | $1,182,666 | |
| 3 | CTAS |
Cintas Corp
|
6,856 | $1,166,068 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
5,610 | $458,168 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
|
2,117 | $305,970 | |
| 6 | ABM |
Abm Industries Inc /De/
|
6,345 | $280,702 | |
| 7 | CMPR |
CIMPRESS plc
|
1,970 | $200,349 |
All Filings in CPRT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,020,175 | 390,925 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $11,624,017 | 350,121 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,878,115 | 201,229 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,215,338 | 249,396 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,113,523 | 206,104 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,307,579 | 129,132 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,724,443 | 117,171 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,080,756 | 96,961 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,245,829 | 96,858 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,377,767 | 75,583 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,258,598 | 66,502 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $653,761 | 15,172 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $473,015 | 5,186 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $371,763 | 4,943 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $219,204 | 3,600 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $202,508 | 1,614 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $245,017 | 1,616 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $226,807 | 1,635 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $215,937 | 1,638 | Shares | Other | 2021-08-13 | |
| 2020-12-31 | $204,618 | 1,608 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||