Position in EVTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$993,468
-$194,255 QoQ
Shares Held
35,762
-15.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 250 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVTC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. EVTC ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in EVTC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,468 | 35,762 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,187,723 | 42,088 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,148,764 | 39,490 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,172,064 | 34,697 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,012,428 | 28,084 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $947,930 | 25,780 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $728,272 | 21,091 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $284,506 | 8,395 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $237,671 | 7,148 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $300,606 | 7,534 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $267,911 | 6,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,697 | 6,689 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $202,860 | 6,265 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $237,967 | 5,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $254,298 | 5,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,922 | 4,504 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $580,351 | 16,720 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $453,168 | 16,127 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $328,584 | 14,456 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||