Position in IT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,710,038
-$1,312,257 QoQ
Shares Held
51,767
+2.2% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#111
of 638 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Derivatives in IT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,944,300
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $55,492,518 across 16 Information Technology Services names. IT ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
128,125 | $36,030,029 | |
| 2 | IT |
Gartner Inc
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|
51,767 | $6,710,038 | |
| 3 | ACN |
Accenture plc
|
45,652 | $5,680,933 | |
| 4 | SAIC |
Science Applications International Corp
|
12,485 | $1,378,468 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
14,141 | $1,074,856 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
9,828 | $1,011,989 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
6,838 | $936,464 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
29,347 | $804,988 |
All Filings in IT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,710,038 | 51,767 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $1,944,300 | 15,000 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $8,022,295 | 50,665 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,971,063 | 7,813 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,014,635 | 7,664 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,239,377 | 5,540 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,323,859 | 3,154 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $557,140 | 1,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $595,442 | 1,175 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $487,678 | 1,086 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $433,769 | 910 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,503 | 859 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301,689 | 878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $213,338 | 609 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||