Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,210,238
+$154,799 QoQ
Shares Held
253,168
-0.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 542 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. IOT ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in IOT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,210,238 | 253,168 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,055,439 | 254,195 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,940,685 | 308,623 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,058,390 | 189,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,033,005 | 126,521 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,770,091 | 124,448 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,556,668 | 127,184 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,836,060 | 100,500 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,403,666 | 100,999 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,684,789 | 97,507 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,706,083 | 81,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,720,330 | 68,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,691,169 | 61,031 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,125,795 | 57,089 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $712,176 | 57,295 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $689,136 | 57,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $547,687 | 49,032 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||