LeConte Wealth Management
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LeConte Wealth Management’s CACI CACI Stock Holding History

LeConte Wealth Management’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Buy
+371
New +$214K 0.12% 161
2026
Q2 		– Sell
-409
Closed -$222K – 181
2026
Q1 		$222K Buy
409
+12
+3% +$7.22K 0.14% 130
2025
Q4 		$212K Buy
+397
New +$224K 0.14% 124

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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

LeConte Wealth Management's CACI Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in CACI (CACI) in Q3 2026: 371 shares worth $226K. The stake represents 0.12% of the portfolio and ranks #161 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in CACI as recently as Q1 2026.

LeConte Wealth Management first reported a position in CACI in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

  • LeConte Wealth Management held 371 shares of CACI worth $226K as of Q3 2026.
  • CACI was a new LeConte Wealth Management position in Q3 2026.
  • CACI made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #161 holding.
  • LeConte Wealth Management first reported a position in CACI in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.