Position in BB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$140,642
New position
Shares Held
11,118
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. BB ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,579 | $93,843,998 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
64,428 | $12,291,895 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
69,497 | $8,108,214 | |
| 4 | ORCL |
Oracle Corp
|
53,526 | $7,844,235 | |
| 5 | SNPS |
Synopsys Inc
|
9,997 | $4,459,361 | |
| 6 | IOT |
Samsara Inc.
|
85,257 | $2,764,884 | |
| 7 | PANW |
Palo Alto Networks Inc
|
6,997 | $2,386,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,909 | $1,284,961 |
All Filings in BB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,642 | 11,118 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||