Position in DOX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,999,090
-$1,441,885 QoQ
Shares Held
91,926
-0.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $200,107,678 across 16 Software - Infrastructure names. DOX ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,257 | $93,007,803 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
422,311 | $61,775,652 | |
| 3 | ORCL |
Oracle Corp
|
153,770 | $22,621,104 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,678 | $6,901,667 | |
| 5 | DOX |
Amdocs Ltd
This page
|
91,926 | $5,999,090 | |
| 6 | PANW |
Palo Alto Networks Inc
|
22,221 | $3,562,470 | |
| 7 | CRWV |
CoreWeave, Inc.
|
13,353 | $1,034,456 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,338 | $905,383 |
All Filings in DOX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||