Position in DBX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$370,245
-$122,259 QoQ
Shares Held
16,296
-8.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Resonant Capital Advisors, LLC holds $32,420,204 across 13 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,447 | $17,698,679 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,256 | $6,566,681 | |
| 3 | ORCL |
Oracle Corp
|
13,513 | $1,980,330 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
11,794 | $1,550,085 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,373 | $860,207 | |
| 6 | NTAP |
NetApp, Inc.
|
4,822 | $746,252 | |
| 7 | OKTA |
Okta, Inc.
|
5,281 | $720,592 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,313 | $662,563 |
All Filings in DBX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,245 | 16,296 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $492,504 | 17,716 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $478,707 | 15,846 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $366,766 | 12,824 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $313,682 | 11,744 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $332,723 | 11,076 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $274,618 | 10,799 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $214,768 | 9,558 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||