Position in BOX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$583
+$40 QoQ
Shares Held
22
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 390 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $8,294,482 across 24 Software - Infrastructure names. BOX ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
28,411 | $4,364,497 | |
| 2 | MSFT |
Microsoft Corp
|
5,478 | $2,043,403 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,680 | $662,685 | |
| 4 | ORCL |
Oracle Corp
|
4,238 | $621,078 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
17,187 | $439,815 | |
| 6 | PANW |
Palo Alto Networks Inc
|
318 | $108,444 | |
| 7 | CRWV |
CoreWeave, Inc.
|
415 | $41,309 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30 | $3,546 |
All Filings in BOX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583 | 22 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $543 | 23 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $418 | 14 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||