Position in RTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,102,282
-$438,913 QoQ
Shares Held
213,292
+2.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 283 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $340,462,330 across 20 Specialty Business Services names. RTO ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
1,177,523 | $200,273,109 | |
| 2 | CPRT |
Copart Inc
|
1,274,398 | $35,925,277 | |
| 3 | ULS |
UL Solutions Inc.
|
183,024 | $18,642,824 | |
| 4 | RBA |
Rb Global Inc.
|
107,842 | $12,558,200 | |
| 5 | TRI |
Thomson Reuters Corp /Can/
|
153,722 | $12,554,474 | |
| 6 | GPN |
Global Payments Inc
|
157,646 | $11,438,792 | |
| 7 | SPIR |
Spire Global, Inc.
|
542,148 | $10,083,952 | |
| 8 | UNF |
Unifirst Corp
|
25,663 | $6,786,836 |
All Filings in RTO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102,282 | 213,292 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,541,195 | 207,789 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,671,793 | 158,581 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,786,287 | 149,952 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,638,640 | 151,610 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,273,021 | 230,263 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,003,293 | 158,108 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,136,484 | 165,924 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,080,941 | 171,364 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,156,312 | 171,022 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,729,288 | 165,302 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,298,016 | 169,987 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,896,321 | 151,149 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,485,954 | 150,259 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,433,343 | 143,893 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||