Position in CPRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,624,017
+$3,745,902 QoQ
Shares Held
350,121
+74.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $15,316,176 across 7 Specialty Business Services names. CPRT ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
This page
|
350,121 | $11,624,017 | |
| 2 | CTAS |
Cintas Corp
|
7,511 | $1,270,410 | |
| 3 | ARMK |
Aramark
|
22,772 | $923,176 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
5,713 | $514,055 | |
| 5 | TIC |
TIC Solutions, Inc.
|
62,058 | $408,341 | |
| 6 | RHLD |
Resolute Holdings Management, Inc.
|
2,151 | $349,107 | |
| 7 | GPN |
Global Payments Inc
|
3,374 | $227,070 |
All Filings in CPRT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||