Position in IOT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,730,965
+$267,535 QoQ
Shares Held
243,956
+15.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.055337847808621235.ToString("F0")%
Shared 0.ToString("F0")%
None 99.94466215219137.ToString("F0")%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $117,717,443 across 17 Software - Infrastructure names. IOT ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,840 | $88,411,402 | |
| 2 | IOT |
Samsara Inc.
This page
|
243,956 | $7,730,965 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
42,425 | $6,205,929 | |
| 4 | ORCL |
Oracle Corp
|
39,063 | $5,746,557 | |
| 5 | PANW |
Palo Alto Networks Inc
|
25,312 | $4,058,019 | |
| 6 | NET |
Cloudflare, Inc.
|
4,672 | $964,020 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,841 | $960,506 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,015 | $859,242 |
All Filings in IOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,730,965 | 243,956 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,463,430 | 210,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,710,699 | 180,153 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,521,495 | 63,386 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,449,057 | 63,894 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,442,882 | 55,914 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,462,974 | 51,184 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||