Position in FIG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$196,348
New position
Shares Held
10,854
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#256
of 369 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,318,703 across 9 Software - Application names. FIG ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
16,223 | $2,500,126 | |
| 2 | WDAY |
Workday, Inc.
|
19,040 | $2,330,876 | |
| 3 | INTU |
Intuit Inc.
|
5,387 | $1,406,007 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
2,571 | $964,947 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,056 | $797,800 | |
| 6 | MSTR |
Strategy Inc
|
6,421 | $558,177 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,300 | $327,624 | |
| 8 | ADBE |
Adobe Inc.
|
1,155 | $236,798 |
All Filings in FIG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,348 | 10,854 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||