Position in AI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$272
+$20 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 316 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $5,883,431 across 13 Software - Infrastructure names. AI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,444 | $4,268,840 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
11,787 | $1,375,189 | |
| 3 | CRWV |
CoreWeave, Inc.
|
1,152 | $114,670 | |
| 4 | ORCL |
Oracle Corp
|
225 | $32,973 | |
| 5 | PANW |
Palo Alto Networks Inc
|
75 | $25,576 | |
| 6 | CPAY |
Corpay, Inc.
|
55 | $18,329 | |
| 7 | NET |
Cloudflare, Inc.
|
60 | $14,716 | |
| 8 | SNPS |
Synopsys Inc
|
21 | $9,367 |
All Filings in AI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $252 | 30 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $404 | 30 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||