Position in ZM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$26,324
+$1,806 QoQ
Shares Held
305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#683
of 861 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Advocate Investing Services LLC holds $95,745 across 12 Software - Application names. ZM ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRAB |
Grab Holdings Ltd
|
7,000 | $26,390 | |
| 2 | ZM |
Zoom Communications, Inc.
This page
|
305 | $26,324 | |
| 3 | YOU |
Clear Secure, Inc.
|
201 | $11,201 | |
| 4 | ADP |
Automatic Data Processing Inc
|
35 | $7,838 | |
| 5 | ADBE |
Adobe Inc.
|
36 | $7,380 | |
| 6 | FICO |
Fair Isaac Corp
|
5 | $5,973 | |
| 7 | INTU |
Intuit Inc.
|
15 | $3,915 | |
| 8 | U |
Unity Software Inc.
|
75 | $2,143 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,324 | 305 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,518 | 305 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,887 | 300 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||