Position in BTLN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$70,088
New position
Shares Held
91,024
first reported quarter
Ownership
0.432%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 9 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. BTLN ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
179,265 | $66,869,430 | |
| 2 | ORCL |
Oracle Corp
|
80,686 | $11,824,533 | |
| 3 | PANW |
Palo Alto Networks Inc
|
23,089 | $7,873,810 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
47,316 | $5,520,357 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36,984 | $1,763,998 | |
| 6 | FTNT |
Fortinet, Inc.
|
11,303 | $1,736,366 | |
| 7 | NTAP |
NetApp, Inc.
|
3,461 | $535,624 | |
| 8 | TWLO |
Twilio Inc
|
2,382 | $491,478 |
All Filings in BTLN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,088 | 91,024 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||