Position in BB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,625
New position
Shares Held
2,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#227
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, 2026Advocate Investing Services LLC holds $2,047,341 across 8 Software - Infrastructure names. BB ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,520 | $1,686,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,520 | $177,338 | |
| 3 | ORCL |
Oracle Corp
|
483 | $70,783 | |
| 4 | RBRK |
Rubrik, Inc.
|
600 | $48,168 | |
| 5 | BB |
BLACKBERRY Ltd
This page
|
2,500 | $31,625 | |
| 6 | CRWV |
CoreWeave, Inc.
|
250 | $24,885 | |
| 7 | XYZ |
Block, Inc.
|
100 | $7,600 | |
| 8 | SNPS |
Synopsys Inc
|
2 | $892 |
All Filings in BB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,625 | 2,500 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||