Position in ULS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$293,150
+$9,797 QoQ
Shares Held
2,878
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#273
of 388 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,302,263 across 29 Specialty Business Services names. ULS ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
64,122 | $7,467,001 | |
| 2 | ARMK |
Aramark
|
8,453 | $480,973 | |
| 3 | CTAS |
Cintas Corp
|
2,163 | $367,878 | |
| 4 | CPRT |
Copart Inc
|
13,037 | $367,508 | |
| 5 | ULS |
UL Solutions Inc.
This page
|
2,878 | $293,150 | |
| 6 | AZZ |
Azz Inc
|
1,802 | $279,396 | |
| 7 | GPN |
Global Payments Inc
|
3,662 | $265,710 | |
| 8 | RELX |
Relx PLC
|
6,260 | $198,248 |
All Filings in ULS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,150 | 2,878 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $283,353 | 3,306 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $167,496 | 2,124 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $175,307 | 2,474 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,680 | 476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,423 | 699 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,317 | 688 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $34,164 | 693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,195 | 692 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||