Carolina Wealth Advisors, LLC

Position in DOX — Amdocs Ltd

CIK 1786411 MYRTLE BEACH, SC

Position in DOX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$161,172

-$47,986 QoQ

Shares Held

3,189

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#37

of 77 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $261,187 across 5 Software - Infrastructure names. DOX ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOX	Amdocs Ltd This page	3,189	$161,172
2	MSFT	Microsoft Corp	183	$68,262
3	PLTR	Palantir Technologies Inc.	142	$16,567
4	INFQ	Infleqtion, Inc.	700	$9,324
5	ORCL	Oracle Corp	40	$5,862

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,172	3,189	-0.5%	Shares	Sole	2026-07-09
2026-03-31	$209,158	3,205	-95.3%	Shares	Sole	2026-04-07
2025-12-31	$5,505,917	68,388	-1.9%	Shares	Sole	2026-01-21
2025-09-30	$5,722,413	69,743	-3.8%	Shares	Sole	2025-10-07
2025-06-30	$6,616,177	72,514	+0.8%	Shares	Sole	2025-07-22
2025-03-31	$6,581,320	71,927	—	Shares	Sole	2025-04-24
No filing history on record for this holder in this stock.