Position in U
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,061
+$3,267 QoQ
Shares Held
492
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 558 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ARMSTRONG ADVISORY GROUP, INC holds $644,041 across 23 Software - Application names. U ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
1,821 | $332,350 | |
| 2 | UBER |
Uber Technologies, Inc
|
802 | $57,872 | |
| 3 | CRM |
Salesforce, Inc.
|
289 | $45,274 | |
| 4 | PAYX |
Paychex Inc
|
424 | $41,691 | |
| 5 | ADP |
Automatic Data Processing Inc
|
164 | $36,727 | |
| 6 | ZM |
Zoom Communications, Inc.
|
250 | $21,577 | |
| 7 | SHOP |
Shopify Inc.
|
158 | $18,040 | |
| 8 | ADBE |
Adobe Inc.
|
83 | $17,016 |
All Filings in U
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,061 | 492 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,794 | 492 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $21,731 | 492 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,699 | 492 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||