Position in AI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,325
-$3,617 QoQ
Shares Held
395
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026Advocate Investing Services LLC holds $2,047,341 across 8 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,520 | $1,686,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,520 | $177,338 | |
| 3 | ORCL |
Oracle Corp
|
483 | $70,783 | |
| 4 | RBRK |
Rubrik, Inc.
|
600 | $48,168 | |
| 5 | BB |
BLACKBERRY Ltd
|
2,500 | $31,625 | |
| 6 | CRWV |
CoreWeave, Inc.
|
250 | $24,885 | |
| 7 | XYZ |
Block, Inc.
|
100 | $7,600 | |
| 8 | SNPS |
Synopsys Inc
|
2 | $892 |
All Filings in AI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,325 | 395 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,942 | 515 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||