Position in BTQ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$840
+$424 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 93 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bell Investment Advisors, Inc holds $3,465,054 across 56 Software - Infrastructure names. BTQ ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,461 | $2,037,062 | |
| 2 | GTLB |
Gitlab Inc.
|
11,546 | $352,499 | |
| 3 | PANW |
Palo Alto Networks Inc
|
740 | $252,354 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,159 | $135,220 | |
| 5 | ORCL |
Oracle Corp
|
736 | $107,860 | |
| 6 | FTNT |
Fortinet, Inc.
|
568 | $87,256 | |
| 7 | SNPS |
Synopsys Inc
|
188 | $83,861 | |
| 8 | NTAP |
NetApp, Inc.
|
355 | $54,939 |
All Filings in BTQ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840 | 156 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $416 | 156 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||