Position in TRI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,775,214
New position
Shares Held
19,729
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Arkadios Wealth Advisors holds $7,823,885 across 10 Specialty Business Services names. TRI ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
56,795 | $1,885,593 | |
| 2 | TRI |
Thomson Reuters Corp /Can/
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|
19,729 | $1,775,214 | |
| 3 | RELX |
Relx PLC
|
37,812 | $1,253,467 | |
| 4 | AZZ |
Azz Inc
|
5,827 | $729,131 | |
| 5 | TRNS |
Transcat Inc
|
6,124 | $449,807 | |
| 6 | LZ |
Legalzoom.Com, Inc.
|
74,819 | $424,223 | |
| 7 | GPN |
Global Payments Inc
|
6,248 | $420,489 | |
| 8 | CTAS |
Cintas Corp
|
2,314 | $391,389 |
All Filings in TRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,775,214 | 19,729 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||