Position in DOCN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,804
New position
Shares Held
1,317
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#428
of 564 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, 2026Advisor OS, LLC holds $20,162,127 across 10 Software - Infrastructure names. DOCN ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,002 | $13,802,483 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,098 | $1,738,518 | |
| 3 | ORCL |
Oracle Corp
|
8,323 | $1,219,731 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,988 | $1,142,418 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,499 | $874,905 | |
| 6 | SNPS |
Synopsys Inc
|
807 | $359,975 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,094 | $307,975 | |
| 8 | NET |
Cloudflare, Inc.
|
1,179 | $289,184 |
All Filings in DOCN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,804 | 1,317 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||