Position in AI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$147,612
+$37,353 QoQ
Shares Held
16,239
+24.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 316 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $1,286,166,732 across 43 Software - Infrastructure names. AI ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,289,585 | $854,060,996 | |
| 2 | PANW |
Palo Alto Networks Inc
|
393,652 | $134,243,205 | |
| 3 | ORCL |
Oracle Corp
|
421,145 | $61,718,799 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
440,180 | $51,355,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
224,432 | $42,818,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
235,620 | $36,195,944 | |
| 7 | NTAP |
NetApp, Inc.
|
141,634 | $21,919,277 | |
| 8 | SNPS |
Synopsys Inc
|
45,732 | $20,399,673 |
All Filings in AI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,612 | 16,239 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $110,259 | 13,095 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $272,916 | 20,246 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $368,821 | 21,270 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,155,821 | 47,042 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,159,434 | 55,080 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,905,321 | 55,339 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $784,809 | 32,390 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $659,262 | 24,354 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $755,187 | 26,304 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $923,926 | 36,204 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,215,195 | 33,357 | Shares | Sole | 2023-07-26 | |
| 2021-03-31 | $358,748 | 5,443 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||