Position in QUAD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,633
+$1,348 QoQ
Shares Held
787
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 145 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QUAD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,302,263 across 29 Specialty Business Services names. QUAD ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
64,122 | $7,467,001 | |
| 2 | ARMK |
Aramark
|
8,453 | $480,973 | |
| 3 | CTAS |
Cintas Corp
|
2,163 | $367,878 | |
| 4 | CPRT |
Copart Inc
|
13,037 | $367,508 | |
| 5 | ULS |
UL Solutions Inc.
|
2,878 | $293,150 | |
| 6 | AZZ |
Azz Inc
|
1,802 | $279,396 | |
| 7 | GPN |
Global Payments Inc
|
3,662 | $265,710 | |
| 8 | RELX |
Relx PLC
|
6,260 | $198,248 |
All Filings in QUAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,633 | 787 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,285 | 800 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,889 | 780 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,001 | 799 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,637 | 821 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539 | 99 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||