Position in HTCR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,280
-$17,820 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.763%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTCR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. HTCR ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
|
11,386 | $1,350,607 |
All Filings in HTCR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,280 | 11,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,100 | 11,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $178,200 | 11,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||