Position in RTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,441
-$2,172 QoQ
Shares Held
1,064
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 284 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Larson Financial Group LLC holds $1,822,150 across 25 Specialty Business Services names. RTO ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
20,726 | $584,265 | |
| 2 | CTAS |
Cintas Corp
|
2,062 | $350,704 | |
| 3 | CBZ |
CBIZ, Inc.
|
7,190 | $230,655 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
1,614 | $131,815 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
|
866 | $125,162 | |
| 6 | AZZ |
Azz Inc
|
611 | $94,735 | |
| 7 | MMS |
Maximus, Inc.
|
1,493 | $80,263 | |
| 8 | ARMK |
Aramark
|
1,320 | $75,108 |
All Filings in RTO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,441 | 1,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,613 | 1,036 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,482 | 865 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,781 | 625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,840 | 660 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,403 | 891 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,025 | 80 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $2,889 | 101 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,742 | 101 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,940 | 101 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,687 | 101 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,111 | 101 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||