Position in AI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$181
+$13 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 317 holders
Holding Since
Dec 2024
7 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, 2026JNBA Financial Advisors holds $13,425,361 across 15 Software - Infrastructure names. AI ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,543 | $12,139,189 | |
| 2 | ORCL |
Oracle Corp
|
6,658 | $975,729 | |
| 3 | RELY |
Remitly Global, Inc.
|
5,000 | $112,050 | |
| 4 | SNPS |
Synopsys Inc
|
247 | $110,179 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
190 | $24,971 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
179 | $20,883 | |
| 7 | FIVN |
Five9, Inc.
|
400 | $8,528 | |
| 8 | PANW |
Palo Alto Networks Inc
|
24 | $8,184 |
All Filings in AI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181 | 20 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $168 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $269 | 20 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $346 | 20 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $491 | 20 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $421 | 20 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $688 | 20 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||