Position in BB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,664,667
+$3,627,015 QoQ
Shares Held
289,697
+1915.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#78
of 283 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. BB ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in BB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,664,667 | 289,697 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $37,652 | 14,371 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||