Capital Advantage, Inc.

Position in DJCO — Daily Journal Corp

CIK 1628896 Walnut Creek, CA

Position in DJCO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$569,326

+$108,209 QoQ

Shares Held

947

-0.9% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#72

of 133 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,234,123 across 4 Software - Application names. DJCO ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	14,191	$1,737,262
2	ADP	Automatic Data Processing Inc	2,963	$663,563
3	DJCO	Daily Journal Corp This page	947	$569,326
4	CRM	Salesforce, Inc.	1,685	$263,972

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,326	947	-0.9%	Shares	Sole	2026-07-13
2026-03-31	$461,117	956	-31.0%	Shares	Sole	2026-04-13
2025-12-31	$675,425	1,386	-2.8%	Shares	Sole	2026-01-07
2025-09-30	$663,289	1,426	0.0%	Shares	Sole	2025-10-22
2025-06-30	$602,128	1,426	+1.4%	Shares	Sole	2025-07-11
2025-03-31	$559,563	1,407	0.0%	Shares	Sole	2025-04-10
2024-12-31	$799,161	1,407	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.