Position in DLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,778
New position
Shares Held
22,684
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 161 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valmark Advisers, Inc. holds $26,291,549 across 11 Software - Infrastructure names. DLO ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,006 | $21,637,398 | |
| 2 | ORCL |
Oracle Corp
|
7,378 | $1,081,245 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,149 | $1,067,413 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,759 | $599,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,988 | $379,280 | |
| 6 | DLO |
dLocal Ltd
This page
|
22,684 | $294,778 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,788 | $274,672 | |
| 8 | FLYW |
Flywire Corp
|
14,666 | $257,681 |
All Filings in DLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,778 | 22,684 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||