Position in BB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,948
+$30,041 QoQ
Shares Held
3,158
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#223
of 284 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $10,809,065 across 18 Software - Infrastructure names. BB ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,365 | $9,834,672 | |
| 2 | ORCL |
Oracle Corp
|
1,428 | $209,273 | |
| 3 | SNPS |
Synopsys Inc
|
258 | $115,086 | |
| 4 | PANW |
Palo Alto Networks Inc
|
294 | $100,259 | |
| 5 | ARQQ |
Arqit Quantum Inc.
|
2,818 | $83,750 | |
| 6 | CRWV |
CoreWeave, Inc.
|
790 | $78,636 | |
| 7 | XYZ |
Block, Inc.
|
917 | $69,692 | |
| 8 | XNDU |
Xanadu Quantum Technologies Ltd
|
4,550 | $55,100 |
All Filings in BB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,948 | 3,158 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,907 | 3,058 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,589 | 3,058 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,479 | 508 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,326 | 508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $30 | 8 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $30 | 8 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20 | 8 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19 | 8 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||