Position in VLTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$243,249
+$20,520 QoQ
Shares Held
2,743
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#588
of 961 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $333,229 across 2 Pollution & Treatment Controls names. VLTO ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLTO |
Veralto Corp
This page
|
2,743 | $243,249 | |
| 2 | PCT |
PureCycle Technologies, Inc.
|
11,095 | $89,980 |
All Filings in VLTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,249 | 2,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,729 | 2,519 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $326,779 | 3,275 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $309,062 | 2,899 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $261,662 | 2,592 | Shares | Sole | 2025-07-07 | |
| 2023-09-30 | — | 2,864 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||