Position in CSPI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$203,802
-$90,123 QoQ
Shares Held
23,561
+0.2% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSPI Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. CSPI ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in CSPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,802 | 23,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,925 | 23,514 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $271,425 | 23,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,439 | 23,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,904 | 23,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $377,709 | 23,504 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $304,862 | 23,469 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,688 | 23,469 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $433,237 | 23,469 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $296,949 | 30,472 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $266,630 | 30,472 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $181,460 | 30,472 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $207,057 | 30,472 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $143,675 | 30,472 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $109,546 | 30,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $138,647 | 30,472 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $120,059 | 30,472 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $133,924 | 30,472 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $136,057 | 30,472 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $160,892 | 30,472 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $132,553 | 30,472 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $117,774 | 30,472 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $131,486 | 30,472 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $126,001 | 30,472 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $106,499 | 30,472 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||