Position in BB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$174,570
+$133,400 QoQ
Shares Held
13,800
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 283 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. BB ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in BB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,570 | 13,800 | Shares | Other | 2026-07-31 | |
| 2023-12-31 | $41,170 | 11,630 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $54,777 | 11,630 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $82,009 | 14,830 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $141,916 | 31,122 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $101,588 | 31,162 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $135,392 | 28,807 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $155,948 | 28,933 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $248,104 | 33,258 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $346,492 | 37,058 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $321,829 | 33,076 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $411,215 | 33,651 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $309,237 | 36,683 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $285,719 | 43,095 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $196,245 | 42,755 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $214,206 | 43,805 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $205,694 | 49,805 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||