Position in AUID
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$422
New position
Shares Held
325
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 29 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Avion Wealth holds $2,695,697 across 50 Software - Infrastructure names. AUID ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,610 | $2,076,653 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,246 | $328,544 | |
| 3 | PANW |
Palo Alto Networks Inc
|
347 | $55,631 | |
| 4 | ORCL |
Oracle Corp
|
221 | $32,511 | |
| 5 | NET |
Cloudflare, Inc.
|
124 | $25,586 | |
| 6 | TOST |
Toast, Inc.
|
907 | $24,044 | |
| 7 | ZS |
Zscaler, Inc.
|
112 | $15,712 | |
| 8 | S |
SentinelOne, Inc.
|
1,077 | $13,871 |
All Filings in AUID
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422 | 325 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||