Position in AI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,181
+$3,129 QoQ
Shares Held
900
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 316 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $9,828,045 across 7 Software - Infrastructure names. AI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,724 | $8,849,526 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,205 | $840,607 | |
| 3 | PATH |
UiPath, Inc.
|
5,650 | $61,415 | |
| 4 | CRWV |
CoreWeave, Inc.
|
356 | $35,436 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
160 | $30,525 | |
| 6 | AI |
C3.ai, Inc.
This page
|
900 | $8,181 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
15 | $2,355 |
All Filings in AI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,181 | 900 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,052 | 600 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||