Position in FFIV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$394,935
+$18,427 QoQ
Shares Held
1,365
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIV 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 FFIV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,935 | 1,365 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $376,508 | 1,475 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $31,936 | 127 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $412,875 | 1,875 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $369,261 | 2,144 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $407,618 | 2,150 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $428,120 | 2,392 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $553,515 | 3,435 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $441,705 | 3,020 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $334,795 | 2,298 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $329,785 | 2,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,589 | 2,298 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $345,105 | 2,255 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $548,702 | 2,626 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $810,479 | 3,312 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $743,437 | 3,740 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $698,108 | 3,740 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $732,047 | 3,509 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $753,023 | 4,280 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $332,828 | 2,711 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||