Position in FOUR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,192,896
+$32,958 QoQ
Shares Held
24,525
-7.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#131
of 356 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. FOUR ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
85,384 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in FOUR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,896 | 24,525 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,159,938 | 26,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,546,858 | 24,565 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,397,070 | 18,050 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,739,380 | 17,550 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,421,754 | 17,400 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,613,779 | 15,550 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,922,885 | 21,703 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,593,895 | 21,730 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,513,333 | 22,905 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,650,050 | 22,196 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,273,510 | 23,000 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,263,126 | 18,600 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,163,530 | 15,350 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $920,048 | 16,450 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $506,323 | 11,350 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $330,600 | 10,000 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $904,178 | 14,600 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $370,752 | 6,400 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||