Position in PTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,363
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 677 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, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. PTC ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363 | 12 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||