Position in IOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$314,116
+$309,862 QoQ
Shares Held
9,686
+7971.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 542 holders
Holding Since
Dec 2023
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, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. IOT ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in IOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,116 | 9,686 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,254 | 120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,768 | 128 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,392 | 35 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $349 | 8 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,766 | 390 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $39,597 | 1,175 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $5,007 | 150 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||