Position in BOX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,786
+$422 QoQ
Shares Held
105
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 390 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. BOX ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
53,304 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in BOX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,786 | 105 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,364 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,290 | 110 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,614 | 112 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,827 | 112 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,219 | 558 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,636 | 210 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,873 | 210 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $26,360 | 997 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,951 | 987 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $25,277 | 987 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $48,105 | 1,987 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,440 | 1,887 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $50,552 | 1,887 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,243 | 1,100 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $26,829 | 1,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $27,654 | 1,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $31,966 | 1,100 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,619 | 100 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $12,426 | 525 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,193 | 125 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,462 | 325 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||