LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Position in DELL — Dell Technologies Inc.
CIK 1068979
BREA, CA
Position in DELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,260,608
+$2,790,856 QoQ
Shares Held
16,828
-38.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.27%
of 13F equity value
Holder Rank
#521
of 2,109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $9,404,663 across 2 Computer Hardware names. DELL ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
16,828 | $7,260,608 | |
| 2 | ANET |
Arista Networks, Inc.
|
12,621 | $2,144,055 |
All Filings in DELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,260,608 | 16,828 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,469,752 | 27,233 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,521,870 | 27,978 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||