Position in IT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$25,535
-$8,824 QoQ
Shares Held
197
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 647 holders
Holding Since
Dec 2023
8 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, 2026Cassaday & Co Wealth Management LLC holds $8,131,769 across 17 Information Technology Services names. IT ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,720 | $4,139,411 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
16,252 | $1,673,468 | |
| 3 | SAIC |
Science Applications International Corp
|
8,477 | $935,945 | |
| 4 | CACI |
Caci International Inc /De/
|
766 | $354,857 | |
| 5 | ACN |
Accenture plc
|
2,573 | $320,184 | |
| 6 | WYY |
Widepoint Corp
|
17,500 | $306,250 | |
| 7 | GIB |
Cgi Inc
|
4,212 | $271,968 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
478 | $65,462 |
All Filings in IT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,535 | 197 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $34,359 | 217 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $236,468 | 585 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $222,856 | 460 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $233,109 | 460 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $206,567 | 460 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $239,765 | 503 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $223,299 | 495 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||