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Equibles

FLAGSHIP HARBOR ADVISORS, LLC

Position in AZIO — Azio Ai Holdings, Inc.

CIK 1691766 BOSTON, MA
Back to AZIO Full portfolio

Position in AZIO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$81,294
+$79,901 QoQ
Shares Held
47,820
+1131.5% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 23 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AZIO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $38,124,231 across 14 Software - Infrastructure names. AZIO ranks #14 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 63,520 $23,694,230
2 FTNT
Fortinet, Inc.
 26,810 $4,118,552
3 ORCL
Oracle Corp
 14,743 $2,160,586
4 CRWV
CoreWeave, Inc.
 17,221 $1,714,178
5 PANW
Palo Alto Networks Inc
 4,742 $1,617,116
6 PLTR
Palantir Technologies Inc.
 13,658 $1,593,478
7 SNPS
Synopsys Inc
 1,710 $762,779
8 CRWD
CrowdStrike Holdings, Inc.
 15,988 $762,567

All Filings in AZIO

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $81,294 47,820
2025-12-31 $1,393 3,883