Position in FOUR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$37,890
+$3,825 QoQ
Shares Held
779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 356 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. FOUR ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in FOUR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,890 | 779 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,065 | 779 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $82,805 | 1,315 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $105,031 | 1,357 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $134,492 | 1,357 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $110,880 | 1,357 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $138,027 | 1,330 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $117,838 | 1,330 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $97,555 | 1,330 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $87,873 | 1,330 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106,380 | 1,431 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $80,341 | 1,451 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $98,537 | 1,451 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $109,985 | 1,451 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,335 | 1,490 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $69,234 | 1,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,158 | 882 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||