Position in BB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,265
+$941 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 283 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $23,591,433 across 16 Software - Infrastructure names. BB ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,918 | $21,604,570 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,733 | $932,007 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,726 | $551,381 | |
| 4 | ORCL |
Oracle Corp
|
1,478 | $216,600 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
592 | $112,944 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
500 | $78,515 | |
| 7 | IMXI |
International Money Express, Inc.
|
2,000 | $28,900 | |
| 8 | NET |
Cloudflare, Inc.
|
75 | $18,396 |
All Filings in BB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $324 | 100 | Principal | Sole | 2026-05-08 | |
| 2025-12-31 | $379 | 100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $488 | 100 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||