Position in BOX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$251,121
+$15,218 QoQ
Shares Held
9,462
-5.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 390 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kestra Advisory Services, LLC holds $685,538,666 across 39 Software - Infrastructure names. BOX ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,149,139 | $428,651,829 | |
| 2 | ORCL |
Oracle Corp
|
376,303 | $55,147,204 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
284,176 | $54,216,518 | |
| 4 | PANW |
Palo Alto Networks Inc
|
156,875 | $53,497,512 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
376,163 | $43,886,937 | |
| 6 | FTNT |
Fortinet, Inc.
|
37,349 | $5,737,553 | |
| 7 | NET |
Cloudflare, Inc.
|
22,153 | $5,433,687 | |
| 8 | PAYS |
Paysign, Inc.
|
614,175 | $5,030,093 |
All Filings in BOX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,121 | 9,462 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $235,903 | 9,979 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $304,453 | 10,179 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $342,449 | 10,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $439,016 | 12,848 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $395,069 | 12,802 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $396,706 | 12,554 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $367,034 | 11,214 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $319,686 | 12,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $315,314 | 11,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,679 | 10,335 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $265,704 | 10,975 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $287,336 | 9,780 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $256,085 | 9,559 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $366,898 | 11,786 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $260,899 | 10,697 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $366,063 | 14,561 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $549,408 | 18,906 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $497,033 | 18,978 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $454,203 | 19,189 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $279,721 | 10,948 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $205,446 | 8,948 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $201,401 | 11,158 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||