Outlook Wealth Advisors, LLC

Position in PAYX — Paychex Inc

CIK 1767151 SHENANDOAH, TX

Position in PAYX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$260,082

+$20,386 QoQ

Shares Held

2,645

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,109

of 1,525 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,781,445 across 6 Software - Application names. PAYX ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,135	$425,988
2	IDCC	InterDigital, Inc.	1,114	$315,406
3	NOW	ServiceNow, Inc.	3,126	$310,349
4	PAYX	Paychex Inc This page	2,645	$260,082
5	ADSK	Autodesk, Inc.	1,233	$239,719
6	UBER	Uber Technologies, Inc	3,186	$229,901

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,082	2,645	+1.7%	Shares	Sole	2026-08-03
2026-03-31	$239,696	2,602	+25.4%	Shares	Sole	2026-04-17
2025-12-31	$232,773	2,075	+2.2%	Shares	Sole	2026-02-11
2025-09-30	$257,322	2,030	-28.7%	Shares	Sole	2025-10-30
2024-09-30	$382,038	2,847	+7.4%	Shares	Sole	2024-10-23
2024-06-30	$314,302	2,651	+17.9%	Shares	Sole	2024-07-18
2024-03-31	$276,054	2,248	+25.1%	Shares	Sole	2024-04-22
2023-12-31	$214,040	1,797	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.