Position in IOT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$240,792
+$11,040 QoQ
Shares Held
7,425
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 542 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. IOT ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in IOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,792 | 7,425 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $229,752 | 7,250 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $268,888 | 7,585 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $309,547 | 8,310 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $344,972 | 8,672 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,597 | 6,277 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $238,634 | 5,462 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $228,088 | 4,740 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||