Position in AI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$268,564
-$3,814 QoQ
Shares Held
29,545
-8.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#132
of 317 holders
Holding Since
Mar 2023
6 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, 2026Kovack Advisors, Inc. holds $72,638,301 across 18 Software - Infrastructure names. AI ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,918 | $29,437,992 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
78,025 | $9,103,176 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,684 | $6,807,971 | |
| 4 | ORCL |
Oracle Corp
|
43,257 | $6,339,313 | |
| 5 | PANW |
Palo Alto Networks Inc
|
14,236 | $4,854,760 | |
| 6 | BB |
BLACKBERRY Ltd
|
244,503 | $3,092,962 | |
| 7 | OSPN |
OneSpan Inc.
|
207,970 | $2,984,369 | |
| 8 | FFIV |
F5, Inc.
|
6,886 | $2,864,300 |
All Filings in AI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,564 | 29,545 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $272,378 | 32,349 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $262,657 | 19,485 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $218,731 | 8,571 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $318,944 | 8,755 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $270,238 | 8,050 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||