Position in U
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,519
New position
Shares Held
7,331
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#376
of 558 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, 2026Fortis Group Advisors, LLC holds $599,680 across 8 Software - Application names. U ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,285 | $287,775 | |
| 2 | U |
Unity Software Inc.
This page
|
7,331 | $209,519 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
870 | $53,983 | |
| 4 | PAYX |
Paychex Inc
|
298 | $29,302 | |
| 5 | SHOP |
Shopify Inc.
|
70 | $7,992 | |
| 6 | TYL |
Tyler Technologies Inc
|
27 | $7,896 | |
| 7 | NATL |
NCR Atleos Corp
|
62 | $2,691 | |
| 8 | INTU |
Intuit Inc.
|
2 | $522 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,519 | 7,331 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||