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ScanSource shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of ScanSource (SCSC) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in ScanSource

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All positions including ScanSource held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ScanSource by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 9.4k 43.99
2025-06-30 $535k 13k 41.81
2025-03-31 $681k 20k 34.01
2024-12-31 $712k 15k 47.45
2024-09-30 $441k 9.2k 48.03

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding ScanSource

BlackRock
Vanguard Group
Dimensional Fund Advisors
Daniel D. Thurber
Pzena Investment Management
State Street Corporation
American Century Companies
LSV Asset Management
Geode Capital Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Jacobs Levy Equity Management
Bridgeway Capital Management
Morgan Stanley
Invesco

View all funds holding ScanSource