Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$804,374
+$96,640 QoQ
Shares Held
30,308
+1.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 390 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cetera Investment Advisers holds $1,995,331,727 across 76 Software - Infrastructure names. BOX ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,036,653 | $1,132,732,302 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,559,957 | $182,000,183 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
909,924 | $173,599,850 | |
| 4 | PANW |
Palo Alto Networks Inc
|
429,408 | $146,436,716 | |
| 5 | ORCL |
Oracle Corp
|
857,071 | $125,603,755 | |
| 6 | FTNT |
Fortinet, Inc.
|
245,876 | $37,771,471 | |
| 7 | CRWV |
CoreWeave, Inc.
|
231,688 | $23,062,223 | |
| 8 | SNPS |
Synopsys Inc
|
47,339 | $21,116,507 |
All Filings in BOX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,374 | 30,308 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $707,734 | 29,938 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,078,315 | 36,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,193,667 | 36,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,089,715 | 31,891 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $478,823 | 15,516 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $311,955 | 9,872 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $325,925 | 9,958 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $267,969 | 10,135 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $297,020 | 10,488 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||