Position in AIOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$727,267
+$163,082 QoQ
Shares Held
189,887
+3.7% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 180 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AIOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $2,390,075,504 across 76 Software - Infrastructure names. AIOT ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,623,847 | $1,351,767,407 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,217,668 | $415,249,141 | |
| 3 | VRSN |
Verisign Inc/Ca
|
682,683 | $171,735,735 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
578,848 | $110,435,515 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
893,038 | $104,190,743 | |
| 6 | ORCL |
Oracle Corp
|
428,059 | $62,732,046 | |
| 7 | FTNT |
Fortinet, Inc.
|
164,151 | $25,216,876 | |
| 8 | NET |
Cloudflare, Inc.
|
88,242 | $21,643,997 |
All Filings in AIOT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,267 | 189,887 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $564,185 | 183,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,013,018 | 190,417 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $958,018 | 182,828 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $716,015 | 166,129 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $911,169 | 165,969 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,104,860 | 165,895 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $673,570 | 134,714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $615,350 | 134,650 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $294,527 | 55,155 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $181,845 | 60,615 | Shares | Sole | 2023-08-15 | |
| 2022-09-30 | $49,326 | 16,015 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $34,752 | 16,015 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $38,060 | 12,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $60,743 | 12,815 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,623 | 10,690 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $81,108 | 11,265 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $92,598 | 11,265 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $83,698 | 11,265 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $63,421 | 11,265 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $52,044 | 11,265 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||