Position in DOX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$276,858
+$46,752 QoQ
Shares Held
5,478
+55.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#269
of 444 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Grant Private Wealth Management Inc holds $14,650,678 across 9 Software - Infrastructure names. DOX ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,075 | $6,742,336 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
27,462 | $3,203,991 | |
| 3 | NET |
Cloudflare, Inc.
|
5,622 | $1,378,964 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,996 | $1,362,715 | |
| 5 | ORCL |
Oracle Corp
|
6,262 | $917,696 | |
| 6 | SNPS |
Synopsys Inc
|
765 | $341,243 | |
| 7 | XYZ |
Block, Inc.
|
3,847 | $292,372 | |
| 8 | DOX |
Amdocs Ltd
This page
|
5,478 | $276,858 |
All Filings in DOX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,858 | 5,478 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $230,106 | 3,526 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||