Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,149
+$566 QoQ
Shares Held
81
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 391 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $1,398,306 across 44 Software - Infrastructure names. BOX ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,782 | $1,037,741 | |
| 2 | PANW |
Palo Alto Networks Inc
|
197 | $67,180 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
357 | $41,651 | |
| 4 | ORCL |
Oracle Corp
|
279 | $40,887 | |
| 5 | NET |
Cloudflare, Inc.
|
119 | $29,188 | |
| 6 | FTNT |
Fortinet, Inc.
|
164 | $25,193 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
124 | $23,657 | |
| 8 | XYZ |
Block, Inc.
|
195 | $14,820 |
All Filings in BOX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,149 | 81 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,583 | 67 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $508 | 17 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||