Position in FOUR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$259,251
+$113,587 QoQ
Shares Held
5,330
+60.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#231
of 356 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $5,127,380 across 15 Software - Infrastructure names. FOUR ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,447 | $1,658,819 | |
| 2 | NTAP |
NetApp, Inc.
|
7,193 | $1,113,188 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,087 | $711,708 | |
| 4 | ORCL |
Oracle Corp
|
2,825 | $414,003 | |
| 5 | OKTA |
Okta, Inc.
|
2,224 | $303,464 | |
| 6 | FOUR |
Shift4 Payments, Inc.
This page
|
5,330 | $259,251 | |
| 7 | TOST |
Toast, Inc.
|
8,498 | $236,414 | |
| 8 | TWLO |
Twilio Inc
|
1,024 | $211,281 |
All Filings in FOUR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,251 | 5,330 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $145,664 | 3,331 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $202,448 | 3,215 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $186,843 | 2,414 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $231,223 | 2,333 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $191,691 | 2,346 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $242,430 | 2,336 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $207,235 | 2,339 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $166,651 | 2,272 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||