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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CTAS

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $63,137,255 373,284
2025-12-31 $65,320,660 347,321
2025-09-30 $73,280,693 357,014
2025-06-30 $82,433,372 369,872
2025-03-31 $68,362,360 332,615
2024-12-31 $58,328,619 319,259
2024-09-30 $55,660,069 270,352
2024-06-30 $11,184,552 63,888
2024-03-31 $10,413,485 60,629
2023-12-31 $8,722,147 57,891
2023-09-30 $6,728,969 55,957
2023-06-30 $5,785,514 46,556
2023-03-31 $4,535,999 39,215
2022-12-31 $4,273,905 37,854
2022-09-30 $3,671,792 37,835
2022-06-30 $3,523,415 37,731
2022-03-31 $4,155,315 39,073
2021-12-31 $4,393,365 39,654
2021-09-30 $3,811,358 40,050
2021-06-30 $3,887,900 40,711
2021-03-31 $3,393,815 39,774
2020-12-31 $3,153,481 35,687
2020-09-30 $2,941,967 35,357
2020-06-30 $2,285,968 34,329
2020-03-31 $1,378,008 31,821