Position in DOX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,629,933
-$2,369,157 QoQ
Shares Held
71,823
-21.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $200,059,155 across 18 Software - Infrastructure names. DOX ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
262,425 | $97,889,773 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
431,899 | $50,389,655 | |
| 3 | ORCL |
Oracle Corp
|
151,984 | $22,273,255 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
50,540 | $9,642,273 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,822 | $7,100,718 | |
| 6 | DOX |
Amdocs Ltd
This page
|
71,823 | $3,629,933 | |
| 7 | CRWV |
CoreWeave, Inc.
|
18,039 | $1,795,602 | |
| 8 | FTNT |
Fortinet, Inc.
|
9,389 | $1,442,338 |
All Filings in DOX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,629,933 | 71,823 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $5,999,090 | 91,926 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,440,975 | 92,423 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,169,990 | 111,761 | Shares | Defined | 2025-11-12 | |
| 2025-03-31 | $2,889,752 | 31,582 | Shares | Defined | 2025-05-02 | |
| 2022-09-30 | $487,266 | 6,133 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $788,375 | 10,191 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||