Position in AI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754
+$56 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 316 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $3,094,180 across 24 Software - Infrastructure names. AI ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
97,314 | $1,799,969 | |
| 2 | ORCL |
Oracle Corp
|
2,913 | $426,900 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,141 | $366,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
417 | $142,205 | |
| 5 | BB |
BLACKBERRY Ltd
|
8,354 | $105,678 | |
| 6 | MSFT |
Microsoft Corp
|
238 | $88,778 | |
| 7 | ZS |
Zscaler, Inc.
|
507 | $71,563 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
253 | $33,251 |
All Filings in AI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754 | 83 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $698 | 83 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,007 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,927 | 169 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $4,150 | 169 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $6,418 | 305 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $11,358 | 330 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||