Position in AI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,592,867
+$328,596 QoQ
Shares Held
175,233
+16.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 316 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. AI ranks #54 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in AI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,867 | 175,233 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,264,271 | 150,151 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,313,922 | 97,472 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,283,385 | 74,013 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,097,270 | 85,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,546,438 | 73,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,876,779 | 54,510 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,370,763 | 56,573 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,530,854 | 52,861 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,160,626 | 42,875 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,015,156 | 35,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $674,850 | 26,444 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,049,730 | 28,815 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,227,184 | 36,556 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $494,016 | 44,148 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $185,037 | 14,803 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $341,242 | 18,688 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,375,801 | 60,608 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $359,312 | 11,498 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $556,219 | 12,003 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $632,428 | 10,114 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $489,447 | 7,426 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $472,166 | 3,403 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||