Position in EFOR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$75,322
-$24,201 QoQ
Shares Held
4,215
+63.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 242 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $21,041,862 across 42 Information Technology Services names. EFOR ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
34,166 | $9,607,820 | |
| 2 | EXLS |
ExlService Holdings, Inc.
|
120,972 | $3,128,335 | |
| 3 | IT |
Gartner Inc
|
12,913 | $1,673,783 | |
| 4 | ACN |
Accenture plc
|
12,403 | $1,543,429 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
29,461 | $1,145,443 | |
| 6 | CDW |
CDW Corp
|
7,613 | $1,070,692 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,095 | $697,760 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
46,394 | $524,716 |
All Filings in EFOR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,322 | 4,215 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $99,523 | 2,571 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $48,844 | 1,014 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,923 | 463 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,495 | 70 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $945 | 15 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,083 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,729 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $440 | 5 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $523 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||