Position in BOX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$239,603
+$27,127 QoQ
Shares Held
9,028
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 390 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $82,644,514 across 9 Software - Infrastructure names. BOX ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
210,530 | $78,531,900 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,115 | $1,062,277 | |
| 3 | TOST |
Toast, Inc.
|
30,780 | $856,299 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,157 | $718,337 | |
| 5 | ATEN |
A10 Networks, Inc.
|
9,684 | $361,794 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,648 | $314,413 | |
| 7 | OSPN |
OneSpan Inc.
|
20,562 | $295,064 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
5,266 | $264,827 |
All Filings in BOX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,603 | 9,028 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $212,476 | 8,988 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $218,726 | 6,778 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,024 | 6,205 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $243,794 | 7,900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $256,686 | 8,123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,463 | 7,133 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $376,637 | 14,245 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $409,308 | 14,453 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||