Position in FOUR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,118
+$244 QoQ
Shares Held
23
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 356 holders
Holding Since
Mar 2024
10 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. FOUR ranks #64 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in FOUR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $874 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,520 | 310 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,629 | 835 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $114,273 | 1,153 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $43,306 | 530 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $681,834 | 6,570 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,121 | 735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,208 | 480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,052 | 470 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||