Position in IT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,592
-$8,965 QoQ
Shares Held
20
-72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#573
of 647 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Addison Advisors LLC holds $170,841 across 6 Information Technology Services names. IT ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
550 | $154,664 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
36 | $4,930 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
112 | $4,354 | |
| 4 | IT |
Gartner Inc
This page
|
20 | $2,592 | |
| 5 | ACN |
Accenture plc
|
18 | $2,239 | |
| 6 | G |
Genpact LTD
|
75 | $2,062 |
All Filings in IT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592 | 20 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $11,557 | 73 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $11,100 | 44 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,509 | 59 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $26,678 | 66 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||