Position in AI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,287
+$20,321 QoQ
Shares Held
4,102
+103.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 316 holders
Holding Since
Dec 2020
23 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. AI ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in AI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,287 | 4,102 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,966 | 2,015 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,049 | 2,155 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $40,749 | 2,350 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,535 | 1,487 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,417 | 1,350 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,936 | 550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,692 | 400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,584 | 400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,828 | 400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,871 | 100 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,276 | 50 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,821 | 50 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,678 | 50 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,595 | 500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,000 | 480 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,025 | 330 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,491 | 330 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,312 | 394 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,989 | 194 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,254 | 164 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,809 | 164 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,755 | 164 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||