Position in AI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$136,350
-$869,244 QoQ
Shares Held
15,000
-79.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 316 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Naviter Wealth, LLC holds $25,969,560 across 7 Software - Infrastructure names. AI ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,317 | $17,277,167 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,292 | $2,827,737 | |
| 3 | ORCL |
Oracle Corp
|
15,925 | $2,333,808 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,917 | $1,507,026 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,740 | $1,476,675 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,633 | $410,797 | |
| 7 | AI |
C3.ai, Inc.
This page
|
15,000 | $136,350 |
All Filings in AI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,350 | 15,000 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,005,594 | 74,599 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||