Position in AIFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$100,116
+$45,477 QoQ
Shares Held
90,195
+344.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIFC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $323,631,957 across 18 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
546,081 | $203,699,134 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,116 | $29,850,983 | |
| 3 | PANW |
Palo Alto Networks Inc
|
64,288 | $21,923,493 | |
| 4 | ORCL |
Oracle Corp
|
131,949 | $19,337,125 | |
| 5 | ATEN |
A10 Networks, Inc.
|
457,762 | $17,101,988 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
112,610 | $13,138,207 | |
| 7 | IOT |
Samsara Inc.
|
224,249 | $7,272,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
32,492 | $4,991,421 |
All Filings in AIFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,116 | 90,195 | Shares | Other | 2026-05-11 | |
| 2025-09-30 | $54,639 | 20,312 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||