Position in LIF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$433,957
-$37,536 QoQ
Shares Held
10,631
+44.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $2,598,634 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,135 | $491,129 | |
| 2 | IDCC |
InterDigital, Inc.
|
1,492 | $422,429 | |
| 3 | SNOW |
Snowflake Inc.
|
1,471 | $374,369 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,628 | $364,590 | |
| 5 | PAYC |
Paycom Software, Inc.
|
2,715 | $341,221 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,442 | $320,534 | |
| 7 | ADBE |
Adobe Inc.
|
1,387 | $284,362 |
All Filings in LIF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,957 | 10,631 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $471,493 | 7,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $640,457 | 6,025 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||