Position in AI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9
+$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 316 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Basepoint Wealth LLC holds $2,302,809 across 11 Software - Infrastructure names. AI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,774 | $2,153,817 | |
| 2 | ORCL |
Oracle Corp
|
441 | $64,628 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
100 | $19,078 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
162 | $18,900 | |
| 5 | NET |
Cloudflare, Inc.
|
53 | $12,999 | |
| 6 | DOX |
Amdocs Ltd
|
247 | $12,483 | |
| 7 | BB |
BLACKBERRY Ltd
|
900 | $11,385 | |
| 8 | EVTC |
EVERTEC, Inc.
|
196 | $5,444 |
All Filings in AI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8 | 1 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10 | 0 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||