Position in PSQH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,150
New position
Shares Held
3,333
first reported quarter
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 61 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. PSQH ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,764 | $2,186,647 |
All Filings in PSQH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,150 | 50,000 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||