Position in AIBZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,736
New position
Shares Held
400
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 18 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. AIBZ ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in AIBZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736 | 400 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||