Position in RTO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,849
-$30,237 QoQ
Shares Held
554
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 284 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $5,647,026 across 29 Specialty Business Services names. RTO ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
14,287 | $2,429,932 | |
| 2 | UNF |
Unifirst Corp
|
6,788 | $1,795,154 | |
| 3 | TRI |
Thomson Reuters Corp /Can/
|
5,017 | $409,738 | |
| 4 | AZZ |
Azz Inc
|
1,009 | $156,445 | |
| 5 | DLB |
Dolby Laboratories, Inc.
|
2,266 | $119,146 | |
| 6 | GPN |
Global Payments Inc
|
1,433 | $103,978 | |
| 7 | CPRT |
Copart Inc
|
3,330 | $93,872 | |
| 8 | ARMK |
Aramark
|
1,564 | $88,991 |
All Filings in RTO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,849 | 554 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $46,086 | 1,464 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $62,779 | 2,131 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,793 | 1,972 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $30,768 | 1,282 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,625 | 595 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,862 | 429 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,229 | 290 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $6,493 | 219 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,537 | 51 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $944 | 33 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,222 | 33 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,886 | 74 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,417 | 121 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13 | 511 | Shares | Sole | 2023-02-07 | |
| 2021-12-31 | $240 | 6 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,197 | 146 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,095 | 146 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,730 | 146 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,579 | 107 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||