Position in IT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,555
-$3,670 QoQ
Shares Held
12
-63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#584
of 638 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $276,370 across 11 Information Technology Services names. IT ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
710 | $199,659 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
317 | $43,413 | |
| 3 | ACN |
Accenture plc
|
151 | $18,790 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
57 | $5,869 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
42 | $3,192 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
46 | $1,781 | |
| 7 | IT |
Gartner Inc
This page
|
12 | $1,555 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
34 | $1,321 |
All Filings in IT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555 | 12 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,225 | 33 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,586 | 38 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,731 | 18 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,680 | 19 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,975 | 19 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,204 | 19 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,628 | 19 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,532 | 19 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,056 | 19 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,571 | 19 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||