Position in ERIC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$275,605
+$55,109 QoQ
Shares Held
24,718
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#190
of 389 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,043,789 across 6 Communication Equipment names. ERIC ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
17,765 | $2,086,676 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
1,286 | $534,062 | |
| 3 | NOK |
Nokia Corp
|
38,101 | $505,981 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
9,769 | $440,679 | |
| 5 | ERIC |
Ericsson Lm Telephone Co
This page
|
24,718 | $275,605 | |
| 6 | LITE |
Lumentum Holdings Inc.
|
234 | $200,786 |
All Filings in ERIC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,605 | 24,718 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $220,496 | 26,002 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $188,800 | 24,330 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $197,711 | 24,530 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||