Position in AVPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,628
+$152,121 QoQ
Shares Held
28,602
+61.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 252 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cetera Investment Advisers holds $1,995,331,727 across 76 Software - Infrastructure names. AVPT ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,036,653 | $1,132,732,302 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,559,957 | $182,000,183 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
909,924 | $173,599,850 | |
| 4 | PANW |
Palo Alto Networks Inc
|
429,408 | $146,436,716 | |
| 5 | ORCL |
Oracle Corp
|
857,071 | $125,603,755 | |
| 6 | FTNT |
Fortinet, Inc.
|
245,876 | $37,771,471 | |
| 7 | CRWV |
CoreWeave, Inc.
|
231,688 | $23,062,223 | |
| 8 | SNPS |
Synopsys Inc
|
47,339 | $21,116,507 |
All Filings in AVPT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,628 | 28,602 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $168,507 | 17,719 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $428,825 | 30,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $233,630 | 15,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $939,412 | 48,649 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $556,041 | 38,507 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||