Position in JKHY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$218,593
-$11,039 QoQ
Shares Held
1,587
+9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#133
of 221 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $22,347,748 across 23 Information Technology Services names. JKHY ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
75,695 | $21,286,190 | |
| 2 | ACN |
Accenture plc
|
4,995 | $621,577 | |
| 3 | JKHY |
Jack Henry & Associates Inc
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|
1,587 | $218,593 | |
| 4 | APLD |
Applied Digital Corp.
|
1,211 | $45,170 | |
| 5 | WYFI |
WhiteFiber, Inc.
|
1,000 | $38,850 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
226 | $30,950 | |
| 7 | CACI |
Caci International Inc /De/
|
54 | $25,016 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
199 | $20,491 |
All Filings in JKHY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,593 | 1,587 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $229,632 | 1,453 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $266,785 | 1,462 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $216,395 | 1,453 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $261,246 | 1,450 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $264,770 | 1,450 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $254,185 | 1,450 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $255,983 | 1,450 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $240,729 | 1,450 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $258,683 | 1,489 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $243,317 | 1,489 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $224,896 | 1,488 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $248,987 | 1,488 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $225,627 | 1,497 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $254,562 | 1,450 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $270,488 | 1,484 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $261,029 | 1,450 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||