Position in SBC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,084
+$270 QoQ
Shares Held
738
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SBC Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026CWM, LLC holds $13,037,120 across 10 Consulting Services names. SBC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
53,379 | $9,611,956 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
6,665 | $1,264,683 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
11,244 | $877,369 | |
| 4 | FCN |
Fti Consulting, Inc
|
4,045 | $715,034 | |
| 5 | ICFI |
ICF International, Inc.
|
3,891 | $254,043 | |
| 6 | CRAI |
Cra International, Inc.
|
891 | $144,235 | |
| 7 | RGP |
Resources Connection, Inc.
|
18,509 | $69,038 | |
| 8 | FORR |
Forrester Research, Inc.
|
9,329 | $52,802 |
All Filings in SBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,084 | 738 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,814 | 653 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,986 | 1,149 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||