Position in IOT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$253,298
-$36,009 QoQ
Shares Held
7,993
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sigma Planning Corp holds $94,220,339 across 16 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
134,286 | $50,091,363 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
91,392 | $17,436,222 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
78,226 | $9,126,627 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,030 | $5,807,570 | |
| 5 | ORCL |
Oracle Corp
|
28,227 | $4,136,666 | |
| 6 | CRWV |
CoreWeave, Inc.
|
14,141 | $1,407,595 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,927 | $1,217,745 | |
| 8 | NET |
Cloudflare, Inc.
|
3,978 | $975,723 |
All Filings in IOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,298 | 7,993 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $289,307 | 8,161 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $283,286 | 7,605 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $510,974 | 12,845 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $518,144 | 13,518 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $594,970 | 13,618 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $716,121 | 14,882 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $636,525 | 18,888 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $808,290 | 21,389 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||