Position in SAP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,397
-$821 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#736
of 812 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $367,436 across 13 Software - Application names. SAP ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
850 | $240,660 | |
| 2 | PAYX |
Paychex Inc
|
990 | $97,346 | |
| 3 | UBER |
Uber Technologies, Inc
|
124 | $8,947 | |
| 4 | SAP |
Sap SE
This page
|
48 | $7,397 | |
| 5 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6 | $1,343 | |
| 8 | DDOG |
Datadog, Inc.
|
4 | $1,041 |
All Filings in SAP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,397 | 48 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,218 | 48 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,659 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,826 | 48 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,246 | 60 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,221 | 12 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||