Position in BOX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,583
-$1,385 QoQ
Shares Held
67
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Advisory Services Network, LLC holds $253,406,860 across 34 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
323,476 | $120,663,000 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
151,332 | $28,871,868 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
229,462 | $26,771,322 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,436 | $16,858,659 | |
| 5 | ORCL |
Oracle Corp
|
113,977 | $16,703,317 | |
| 6 | FTNT |
Fortinet, Inc.
|
64,025 | $9,835,514 | |
| 7 | CRWV |
CoreWeave, Inc.
|
53,355 | $5,310,953 | |
| 8 | ZS |
Zscaler, Inc.
|
35,328 | $4,986,545 |
All Filings in BOX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,583 | 67 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,968 | 92 | Shares | Sole | 2025-11-18 | |
| 2024-09-30 | $603,704 | 18,445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $487,685 | 18,445 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $521,088 | 18,400 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $438,571 | 17,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $495,917 | 20,484 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $624,736 | 21,264 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $507,268 | 18,935 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $591,470 | 19,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $513,970 | 21,073 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $529,775 | 21,073 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $606,249 | 20,862 | Shares | Sole | 2022-05-23 | |
| No filing history on record for this holder in this stock. | ||||||