Position in BTQ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$416
New position
Shares Held
156
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bell Investment Advisors, Inc holds $3,063,890 across 59 Software - Infrastructure names. BTQ ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,517 | $2,042,227 | |
| 2 | GTLB |
Gitlab Inc.
|
13,077 | $282,986 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,195 | $174,804 | |
| 4 | PANW |
Palo Alto Networks Inc
|
697 | $111,743 | |
| 5 | ORCL |
Oracle Corp
|
603 | $88,707 | |
| 6 | SNPS |
Synopsys Inc
|
206 | $81,674 | |
| 7 | NET |
Cloudflare, Inc.
|
218 | $44,982 | |
| 8 | FFIV |
F5, Inc.
|
80 | $23,146 |
All Filings in BTQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416 | 156 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||