Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,311,720
+$5,479,574 QoQ
Shares Held
194,626
+641.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#118
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $1,919,528,141 across 138 Software - Infrastructure names. IOT ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,090,156 | $1,152,689,989 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,469,440 | $171,439,563 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
732,888 | $139,824,034 | |
| 4 | PANW |
Palo Alto Networks Inc
|
393,015 | $134,025,973 | |
| 5 | ORCL |
Oracle Corp
|
743,206 | $108,916,836 | |
| 6 | MDB |
MongoDB, Inc.
|
103,600 | $34,799,237 | |
| 7 | FTNT |
Fortinet, Inc.
|
176,586 | $27,127,140 | |
| 8 | CRWV |
CoreWeave, Inc.
|
157,756 | $15,703,030 |
All Filings in IOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,311,720 | 194,626 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $832,146 | 26,259 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,185,341 | 33,437 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,075,407 | 28,870 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $719,738 | 18,093 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $724,972 | 18,914 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $758,368 | 17,358 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,777,263 | 36,934 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $503,039 | 14,927 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,148,095 | 56,843 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,361,034 | 40,774 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $648,776 | 25,735 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,341,771 | 48,422 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $79,608 | 4,037 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,915 | 1,200 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $54,374 | 4,505 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,856 | 2,852 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,602 | 100 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $92,763 | 3,300 | Shares | Defined | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||