Position in TRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,406,161
+$156,842 QoQ
Shares Held
29,462
+17.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 411 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $12,189,677 across 9 Specialty Business Services names. TRI ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
30,971 | $5,267,545 | |
| 2 | TRI |
Thomson Reuters Corp /Can/
This page
|
29,462 | $2,406,161 | |
| 3 | ABM |
Abm Industries Inc /De/
|
21,831 | $965,803 | |
| 4 | AMTM |
Amentum Holdings, Inc.
|
40,309 | $833,187 | |
| 5 | GPN |
Global Payments Inc
|
9,368 | $679,742 | |
| 6 | CPRT |
Copart Inc
|
23,874 | $673,008 | |
| 7 | AZZ |
Azz Inc
|
3,442 | $533,680 | |
| 8 | RELX |
Relx PLC
|
14,308 | $453,134 |
All Filings in TRI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,406,161 | 29,462 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,249,319 | 24,998 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,041,616 | 45,808 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,022,779 | 45,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,614,525 | 22,943 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,886,167 | 22,492 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $207,107 | 1,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $210,037 | 1,246 | Shares | Sole | 2024-08-15 | |
| 2023-06-30 | $223,595 | 1,657 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $270,258 | 2,077 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $249,699 | 2,189 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $277,381 | 2,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,938 | 2,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $487,865 | 4,482 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $624,296 | 5,219 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $581,124 | 5,260 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $511,994 | 5,155 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $470,951 | 5,378 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $741,677 | 9,057 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $783,421 | 9,821 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $692,138 | 10,183 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $677,039 | 9,977 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||