Position in BOX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,193
+$4,192 QoQ
Shares Held
158
+110.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#332
of 390 holders
Holding Since
Jun 2025
5 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, 2026Avion Wealth holds $3,027,311 across 51 Software - Infrastructure names. BOX ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,927 | $2,210,889 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,185 | $254,923 | |
| 3 | PANW |
Palo Alto Networks Inc
|
320 | $109,126 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
448 | $85,471 | |
| 5 | ORCL |
Oracle Corp
|
351 | $51,439 | |
| 6 | FTNT |
Fortinet, Inc.
|
217 | $33,335 | |
| 7 | NET |
Cloudflare, Inc.
|
127 | $31,150 | |
| 8 | TOST |
Toast, Inc.
|
841 | $23,396 |
All Filings in BOX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,193 | 158 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 75 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $508 | 17 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $516 | 16 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $512 | 15 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||