Position in BKKT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,605
-$1,390 QoQ
Shares Held
2,392
+26.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKKT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $2,598,620,177 across 106 Software - Infrastructure names. BKKT ranks #74 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,077,240 | $1,879,441,929 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,201,510 | $175,756,882 | |
| 3 | PANW |
Palo Alto Networks Inc
|
753,724 | $120,837,030 | |
| 4 | ORCL |
Oracle Corp
|
734,691 | $108,080,392 | |
| 5 | SNPS |
Synopsys Inc
|
175,329 | $69,514,441 | |
| 6 | FTNT |
Fortinet, Inc.
|
657,019 | $53,691,591 | |
| 7 | AKAM |
Akamai Technologies Inc
|
355,141 | $40,787,943 | |
| 8 | WEX |
WEX Inc.
|
106,567 | $16,309,013 |
All Filings in BKKT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,605 | 2,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,995 | 1,892 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,647 | 465 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $9,908 | 400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9 | 1 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||