Position in AVPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$149,149
+$41,240 QoQ
Shares Held
13,305
+17.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 252 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. AVPT ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in AVPT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,149 | 13,305 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $107,909 | 11,347 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $621,938 | 44,776 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $790,561 | 52,669 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,964 | 16,052 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $183,980 | 12,741 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $210,948 | 12,777 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $123,996 | 10,535 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||