Position in EVTC
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$555,059
-$57,721 QoQ
Shares Held
19,669
-6.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in EVTC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,059 | 19,669 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $612,780 | 21,065 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $849,600 | 25,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $906,693 | 25,151 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $928,038 | 25,239 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $871,502 | 25,239 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $925,603 | 27,312 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $904,366 | 27,199 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $761,451 | 19,084 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,108,859 | 27,085 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,007,020 | 27,085 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $997,540 | 27,085 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,015,166 | 30,079 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $973,958 | 30,079 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $942,976 | 30,079 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $980,823 | 26,595 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,088,533 | 26,595 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,175,829 | 23,526 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,075,608 | 23,526 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,026,909 | 23,526 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,001,292 | 26,902 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,057,786 | 26,902 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $594,859 | 17,138 | Shares | Other | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||