Position in AZIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,499
+$45 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 23 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZIO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. AZIO ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in AZIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499 | 1,470 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,454 | 1,470 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $527 | 1,470 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,205 | 1,470 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||