Position in AI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,533
+$5,769 QoQ
Shares Held
2,699
+93.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 316 holders
Holding Since
Dec 2020
19 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, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. AI ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in AI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,533 | 2,699 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $18,764 | 1,392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,443 | 1,352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,815 | 603 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $38,389 | 1,115 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,447 | 101 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,558 | 261 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,772 | 361 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,225 | 391 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,614 | 220 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,014 | 220 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,385 | 220 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,902 | 170 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,125 | 170 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,104 | 170 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,859 | 170 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $695 | 15 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $937 | 15 | Shares | Sole | 2021-07-15 | |
| 2020-12-31 | $13,875 | 100 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||