Position in PENG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,368
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $74,110 across 9 Information Technology Services names. PENG ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
171 | $48,086 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
117 | $16,023 | |
| 3 | DXC |
DXC Technology Co
|
330 | $2,920 | |
| 4 | ACN |
Accenture plc
|
13 | $1,617 | |
| 5 | PENG |
Penguin Solutions, Inc.
This page
|
18 | $1,368 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
34 | $1,316 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
110 | $1,244 | |
| 8 | CDW |
CDW Corp
|
8 | $1,125 |
All Filings in PENG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368 | 18 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||