Position in CRNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$193,390
+$82,909 QoQ
Shares Held
17,084
-2.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 40 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $16,102,025 across 15 Software - Application names. CRNC ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
38,198 | $3,792,297 | |
| 2 | SNOW |
Snowflake Inc.
|
13,682 | $3,482,069 | |
| 3 | CRM |
Salesforce, Inc.
|
17,364 | $2,720,244 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,184 | $1,160,956 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,635 | $839,581 | |
| 6 | ADBE |
Adobe Inc.
|
3,651 | $748,528 | |
| 7 | MSTR |
Strategy Inc
|
7,857 | $683,009 | |
| 8 | SHOP |
Shopify Inc.
|
5,244 | $598,759 |
All Filings in CRNC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,390 | 17,084 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $110,481 | 17,509 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $185,118 | 17,317 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $218,274 | 17,518 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $125,001 | 12,243 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $113,475 | 14,364 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $105,347 | 13,420 | Shares | Sole | 2025-01-15 | |
| 2022-03-31 | $205,589 | 5,695 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $266,247 | 3,474 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $254,595 | 2,649 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $284,702 | 2,668 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $227,443 | 2,539 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $242,056 | 2,409 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $385 | 25 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||