Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$126,883
-$404,237 QoQ
Shares Held
112
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,369
of 1,581 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Swisher Financial Concepts, Inc. holds $226,324 across 2 Rental & Leasing Services names. URI ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
112 | $126,883 | |
| 2 | R |
Ryder System Inc
|
377 | $99,441 |
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,883 | 112 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $531,120 | 729 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $589,994 | 729 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $695,947 | 729 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $548,475 | 728 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $439,316 | 701 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $585,899 | 1,443 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $465,645 | 720 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $519,199 | 720 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $412,862 | 720 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||