Position in DJCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$765,902
+$244,506 QoQ
Shares Held
1,274
+17.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 132 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DJCO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $192,569,799 across 31 Software - Application names. DJCO ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
209,893 | $54,782,073 | |
| 2 | CRM |
Salesforce, Inc.
|
257,028 | $40,265,966 | |
| 3 | ADP |
Automatic Data Processing Inc
|
108,921 | $24,392,825 | |
| 4 | TYL |
Tyler Technologies Inc
|
65,836 | $19,254,365 | |
| 5 | ADBE |
Adobe Inc.
|
43,339 | $8,885,336 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
22,683 | $8,513,350 | |
| 7 | SHOP |
Shopify Inc.
|
62,616 | $7,149,467 | |
| 8 | PAYX |
Paychex Inc
|
50,034 | $4,919,812 |
All Filings in DJCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,902 | 1,274 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $521,396 | 1,081 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||