Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,603,982
+$3,040,508 QoQ
Shares Held
296,145
+43.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#95
of 542 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $2,390,075,504 across 76 Software - Infrastructure names. IOT ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,623,847 | $1,351,767,407 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,217,668 | $415,249,141 | |
| 3 | VRSN |
Verisign Inc/Ca
|
682,683 | $171,735,735 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
578,848 | $110,435,515 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
893,038 | $104,190,743 | |
| 6 | ORCL |
Oracle Corp
|
428,059 | $62,732,046 | |
| 7 | FTNT |
Fortinet, Inc.
|
164,151 | $25,216,876 | |
| 8 | NET |
Cloudflare, Inc.
|
88,242 | $21,643,997 |
All Filings in IOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,603,982 | 296,145 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,563,474 | 207,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,169,381 | 230,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $878,541 | 23,585 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $519,288 | 13,054 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $439,760 | 11,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,162 | 11,036 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $492,748 | 10,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,784 | 8,777 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||