TRED AVON FAMILY WEALTH, LLC

Position in FICO — Fair Isaac Corp

CIK 2094435 EASTON, MD

Position in FICO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$364,407

+$38,808 QoQ

Shares Held

305

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#571

of 837 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,634,794 across 6 Software - Application names. FICO ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,256	$666,744
2	UBER	Uber Technologies, Inc	7,656	$552,456
3	ADP	Automatic Data Processing Inc	1,896	$424,609
4	FICO	Fair Isaac Corp This page	305	$364,407
5	INTU	Intuit Inc.	1,241	$323,901
6	DOCU	Docusign, Inc.	6,814	$302,677

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,407	305	0.0%	Shares	Sole	2026-08-10
2026-03-31	$325,599	305	0.0%	Shares	Sole	2026-04-22
2025-12-31	$515,639	305	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.