Position in BB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$160,174
+$141,628 QoQ
Shares Held
12,662
+475.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 283 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sowell Financial Services LLC holds $79,819,026 across 14 Software - Infrastructure names. BB ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
151,909 | $56,665,095 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,499 | $9,041,808 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,080 | $5,483,601 | |
| 4 | ORCL |
Oracle Corp
|
17,115 | $2,508,203 | |
| 5 | NET |
Cloudflare, Inc.
|
8,644 | $2,120,200 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,022 | $1,097,129 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
22,512 | $1,073,737 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,203 | $492,044 |
All Filings in BB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,174 | 12,662 | Shares | Sole | 2026-07-20 | |
| 2021-03-31 | $18,546 | 2,200 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $14,320 | 2,160 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,914 | 2,160 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,562 | 2,160 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,920 | 2,160 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||