Position in BOX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,962
+$1,133 QoQ
Shares Held
187
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 390 holders
Holding Since
Mar 2026
2 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, 2026High Note Wealth, LLC holds $18,477,009 across 22 Software - Infrastructure names. BOX ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,176 | $8,272,091 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
67,328 | $7,855,157 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
27,728 | $1,322,521 | |
| 4 | ORCL |
Oracle Corp
|
3,958 | $580,044 | |
| 5 | FFIV |
F5, Inc.
|
484 | $201,324 | |
| 6 | PANW |
Palo Alto Networks Inc
|
265 | $90,370 | |
| 7 | TOST |
Toast, Inc.
|
1,277 | $35,526 | |
| 8 | SNPS |
Synopsys Inc
|
46 | $20,519 |
All Filings in BOX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,962 | 187 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,829 | 162 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||