Position in CPRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,424
-$6,971 QoQ
Shares Held
86
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#995
of 1,054 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $60,139 across 10 Specialty Business Services names. CPRT ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
193 | $32,825 | |
| 2 | CBZ |
CBIZ, Inc.
|
168 | $5,389 | |
| 3 | GPN |
Global Payments Inc
|
66 | $4,788 | |
| 4 | RBA |
Rb Global Inc.
|
41 | $4,774 | |
| 5 | AMTM |
Amentum Holdings, Inc.
|
177 | $3,658 | |
| 6 | UNF |
Unifirst Corp
|
10 | $2,644 | |
| 7 | CPRT |
Copart Inc
This page
|
86 | $2,424 | |
| 8 | DLB |
Dolby Laboratories, Inc.
|
30 | $1,577 |
All Filings in CPRT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424 | 86 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,395 | 283 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,146 | 157 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,324 | 363 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,690 | 279 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,259 | 358 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,298 | 284 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,881 | 284 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,110 | 279 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,387 | 352 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,248 | 352 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||