Position in AVX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,040,672
New position
Shares Held
423,728
first reported quarter
Ownership
0.458%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cerity Partners LLC holds $2,285,413,280 across 70 Software - Infrastructure names. AVX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,102,747 | $1,518,713,855 | |
| 2 | ORCL |
Oracle Corp
|
1,171,690 | $172,367,315 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,035,004 | $165,931,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
866,938 | $126,815,689 | |
| 5 | SNPS |
Synopsys Inc
|
121,711 | $48,255,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
430,179 | $35,154,226 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
291,489 | $28,450,054 | |
| 8 | XYZ |
Block, Inc.
|
410,501 | $24,703,949 |
All Filings in AVX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,040,672 | 423,728 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||