Position in IIIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$277,151
+$17,544 QoQ
Shares Held
12,395
+20.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $192,170,317 across 18 Software - Infrastructure names. IIIV ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
405,561 | $150,126,514 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,686 | $12,241,587 | |
| 3 | PANW |
Palo Alto Networks Inc
|
71,587 | $11,476,827 | |
| 4 | ORCL |
Oracle Corp
|
63,726 | $9,374,731 | |
| 5 | ZS |
Zscaler, Inc.
|
10,262 | $1,439,655 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,292 | $1,004,524 | |
| 7 | BLSH |
Bullish
|
26,069 | $931,444 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,785 | $912,983 |
All Filings in IIIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,151 | 12,395 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $259,607 | 10,306 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $406,042 | 12,509 | Shares | Defined | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||