Position in IOT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$517,453
+$59,153 QoQ
Shares Held
15,956
+10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#297
of 542 holders
Holding Since
Dec 2021
11 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, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. IOT ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
This page
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in IOT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,453 | 15,956 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $458,300 | 14,462 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $357,300 | 10,079 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $436,421 | 11,716 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $385,229 | 9,684 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $436,617 | 11,391 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $497,672 | 11,391 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $595,244 | 12,370 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $411,948 | 12,224 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,421 | 117 | Shares | Sole | 2024-04-30 | |
| 2021-12-31 | $2,811 | 100 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||