Lifestyle Asset Management, Inc.

Position in CHKP — Check Point Software Technologies Ltd

CIK 1845675 Friendswood, TX

Position in CHKP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,826,219

+$131,733 QoQ

Shares Held

13,895

+17.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#253

of 630 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $7,588,653 across 4 Software - Infrastructure names. CHKP ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	27,226	$4,182,458
2	CHKP	Check Point Software Technologies Ltd This page	13,895	$1,826,219
3	MSFT	Microsoft Corp	3,609	$1,346,229
4	ORCL	Oracle Corp	1,595	$233,747

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,826,219	13,895	+17.1%	Shares	Sole	2026-07-20
2026-03-31	$1,694,486	11,862	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.