EXENCIAL WEALTH ADVISORS, LLC

Position in CHKP — Check Point Software Technologies Ltd

CIK 1576151 OKLAHOMA CITY, OK

Position in CHKP

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,282,935

+$636,618 QoQ

Shares Held

8,981

+75.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 97% Shared 0% None 2%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $99,371,173 across 11 Software - Infrastructure names. CHKP ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	203,640	$75,381,418
2	SNPS	Synopsys Inc	32,535	$12,899,476
3	ORCL	Oracle Corp	20,455	$3,009,135
4	PLTR	Palantir Technologies Inc.	16,286	$2,382,316
5	VRSN	Verisign Inc/Ca	7,468	$1,854,752
6	CHKP	Check Point Software Technologies Ltd This page	8,981	$1,282,935
7	PANW	Palo Alto Networks Inc	5,060	$811,219
8	AKAM	Akamai Technologies Inc	5,584	$641,322

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,282,935	8,981	+75.3%	Shares	Sole	2026-04-28
2022-12-31	$646,317	5,123	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$574,214	5,126	+2.1%	Shares	Sole	2022-11-08
2022-06-30	$611,579	5,022	+5.5%	Shares	Sole	2022-08-11
2022-03-31	$658,117	4,760	-30.4%	Shares	Sole	2022-05-12
2021-12-31	$797,153	6,839	+18.2%	Shares	Sole	2022-02-10
2021-09-30	$654,275	5,788	+19.1%	Shares	Sole	2021-11-04
2021-06-30	$564,507	4,861	+65.3%	Shares	Sole	2021-08-16
2021-03-31	$329,191	2,940	-11.7%	Shares	Sole	2021-05-06
2020-12-31	$442,324	3,328	-31.9%	Shares	Sole	2021-02-11
2020-09-30	$587,860	4,885	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.