Position in III
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$41,408
-$8,309 QoQ
Shares Held
10,075
-2.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 137 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in III Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $317,270,378 across 31 Information Technology Services names. III ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
454,375 | $127,774,792 | |
| 2 | ACN |
Accenture plc
|
666,070 | $82,885,750 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
451,333 | $61,810,053 | |
| 4 | CACI |
Caci International Inc /De/
|
24,281 | $11,248,415 | |
| 5 | CDW |
CDW Corp
|
40,277 | $5,664,556 | |
| 6 | IT |
Gartner Inc
|
21,373 | $2,770,368 | |
| 7 | CNXC |
Concentrix Corp
|
121,597 | $2,724,380 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
104,152 | $2,693,370 |
All Filings in III
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,408 | 10,075 | Shares | Other | 2026-08-27 | |
| 2025-06-30 | $49,717 | 10,358 | Shares | Other | 2025-08-15 | |
| 2025-03-31 | $42,192 | 10,791 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,813 | 11,022 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $64,373 | 19,507 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||