Position in BTQ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$221,809
+$144,497 QoQ
Shares Held
41,152
+172.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 93 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. BTQ ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in BTQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,809 | 41,152 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $77,312 | 15,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $104,492 | 15,100 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||