Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,021,722
+$290,757 QoQ
Shares Held
247,355
+1.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#107
of 547 holders
Holding Since
Sep 2024
8 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, 2026OneDigital Investment Advisors LLC holds $133,479,531 across 24 Software - Infrastructure names. IOT ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
This page
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
|
5,015 | $1,230,079 |
All Filings in IOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,021,722 | 247,355 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||