Position in CHKP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,332,064
-$1,684,533 QoQ
Shares Held
32,961
+1.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#169
of 621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $47,177,044 across 34 Software - Infrastructure names. CHKP ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,180 | $19,091,163 | |
| 2 | CPAY |
Corpay, Inc.
|
17,343 | $5,779,901 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
48,446 | $5,652,194 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,446 | $4,919,200 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
This page
|
32,961 | $4,332,064 | |
| 6 | MDB |
MongoDB, Inc.
|
7,721 | $2,593,483 | |
| 7 | IOT |
Samsara Inc.
|
51,040 | $1,655,227 | |
| 8 | ORCL |
Oracle Corp
|
5,664 | $830,059 |
All Filings in CHKP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,332,064 | 32,961 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,016,597 | 32,424 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,614,912 | 31,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,930,435 | 31,324 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,163,525 | 31,430 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,995,683 | 32,114 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,251,093 | 32,421 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,433,615 | 32,931 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,369,359 | 32,738 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,015,331 | 32,825 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,541,782 | 26,574 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,342,873 | 26,611 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,017,990 | 15,523 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,940,214 | 15,379 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,602,558 | 14,306 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,746,812 | 14,344 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,594,863 | 18,768 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,131,416 | 18,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,023,416 | 17,900 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,248,160 | 19,359 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $676,634 | 6,043 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $379,590 | 2,856 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $395,196 | 3,284 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $233,015 | 2,169 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $240,994 | 2,397 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||