Position in ULS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$313,219
+$49,661 QoQ
Shares Held
3,075
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#265
of 390 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $843,591 across 2 Specialty Business Services names. ULS ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTO |
Rentokil Initial PLC /Fi
|
18,538 | $530,372 | |
| 2 | ULS |
UL Solutions Inc.
This page
|
3,075 | $313,219 |
All Filings in ULS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,219 | 3,075 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $263,558 | 3,075 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $242,494 | 3,075 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||