Position in BOX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$403,142
+$979 QoQ
Shares Held
15,190
-10.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 390 holders
Holding Since
Sep 2025
4 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, 2026Composition Wealth, LLC holds $202,031,125 across 16 Software - Infrastructure names. BOX ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 | |
| 8 | OKTA |
Okta, Inc.
|
4,353 | $593,966 |
All Filings in BOX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,142 | 15,190 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $402,163 | 17,012 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $514,541 | 17,203 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $555,140 | 17,203 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||