Position in ACIW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$56,375
+$37,101 QoQ
Shares Held
1,121
+138.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACIW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. ACIW ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in ACIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,375 | 1,121 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,274 | 470 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,630 | 557 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $352,292 | 6,676 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $417,826 | 9,101 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $616,691 | 11,272 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $170,783 | 3,290 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $162,574 | 3,194 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $134,289 | 3,392 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $112,150 | 3,377 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $104,499 | 3,415 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $77,448 | 3,433 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $80,006 | 3,453 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $93,674 | 3,472 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $84,732 | 3,684 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $84,874 | 4,061 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $102,627 | 3,964 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $103,728 | 3,294 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $113,260 | 3,264 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $100,241 | 3,262 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $124,010 | 3,339 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $127,125 | 3,341 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $163,711 | 4,260 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $111,940 | 4,284 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $68,824 | 2,550 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $61,751 | 2,557 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||