Position in AI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$38,005
+$22,033 QoQ
Shares Held
4,181
+120.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 316 holders
Holding Since
Dec 2022
13 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, 2026Farther Finance Advisors, LLC holds $215,157,585 across 112 Software - Infrastructure names. AI ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
343,272 | $128,047,321 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,954 | $20,786,533 | |
| 3 | ORCL |
Oracle Corp
|
128,149 | $18,780,235 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
148,332 | $17,305,894 | |
| 5 | NET |
Cloudflare, Inc.
|
16,672 | $4,089,308 | |
| 6 | FTNT |
Fortinet, Inc.
|
23,914 | $3,673,668 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
76,816 | $3,663,835 | |
| 8 | BB |
BLACKBERRY Ltd
|
198,492 | $2,510,923 |
All Filings in AI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,005 | 4,181 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $15,972 | 1,897 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $28,860 | 2,141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,351 | 1,289 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $38,599 | 1,571 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $25,912 | 1,231 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,547 | 1,381 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,133 | 1,450 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $43,063 | 1,487 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $59,039 | 2,181 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,276 | 1,786 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,739 | 460 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||