Position in AI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$364,499
+$54,433 QoQ
Shares Held
40,099
+8.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 316 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Derivatives in AI
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$981
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. AI ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in AI
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,499 | 40,099 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $310,066 | 36,825 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $530,721 | 39,371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $762,561 | 43,977 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,207,173 | 49,132 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,154,066 | 54,825 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $981 | 2,000 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $875 | 600 | Put | Sole | 2025-02-07 | |
| 2024-12-31 | $1,620,998 | 47,081 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $899 | 900 | Call | Sole | 2025-02-07 | |
| 2024-09-30 | $1,057,445 | 43,642 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,514,955 | 52,312 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,386,958 | 51,236 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $12,540 | 6,000 | Call | Sole | 2024-05-06 | |
| 2023-12-31 | $1,551,373 | 54,036 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,340,386 | 52,523 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $306 | 12 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $1,734,468 | 47,611 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $291 | 8 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $1,434,211 | 42,723 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $367,781 | 32,867 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $406,037 | 32,483 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $588,282 | 32,217 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $749,190 | 33,004 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $187 | 6 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $1,105,343 | 35,371 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,607,766 | 34,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $294,766 | 4,714 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $131 | 2 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $473,563 | 7,185 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $336,191 | 2,423 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||