Position in CORZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$264,012
+$30,721 QoQ
Shares Held
10,317
-20.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 410 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. CORZ ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in CORZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,012 | 10,317 | Shares | Sole | 2026-07-07 | |
| 2025-09-30 | $233,291 | 13,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $220,612 | 12,924 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||