Position in FOUR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,448
New position
Shares Held
56
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JNBA Financial Advisors holds $13,425,361 across 15 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,543 | $12,139,189 | |
| 2 | ORCL |
Oracle Corp
|
6,658 | $975,729 | |
| 3 | RELY |
Remitly Global, Inc.
|
5,000 | $112,050 | |
| 4 | SNPS |
Synopsys Inc
|
247 | $110,179 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
190 | $24,971 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
179 | $20,883 | |
| 7 | FIVN |
Five9, Inc.
|
400 | $8,528 | |
| 8 | PANW |
Palo Alto Networks Inc
|
24 | $8,184 |
All Filings in FOUR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,448 | 56 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||