Position in TEAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,183
New position
Shares Held
3,229
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 691 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $4,375,639 across 9 Software - Application names. TEAM ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
7,701 | $2,009,961 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,901 | $425,728 | |
| 3 | SHOP |
Shopify Inc.
|
3,591 | $410,020 | |
| 4 | ADBE |
Adobe Inc.
|
1,784 | $365,755 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,575 | $354,926 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,842 | $277,238 | |
| 7 | TEAM |
Atlassian Corp
This page
|
3,229 | $251,183 | |
| 8 | PAYX |
Paychex Inc
|
2,456 | $241,498 |
All Filings in TEAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,183 | 3,229 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||