Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$518
-$4,045 QoQ
Shares Held
16
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 542 holders
Holding Since
Dec 2022
15 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, 2026Bell Investment Advisors, Inc holds $3,465,054 across 56 Software - Infrastructure names. IOT ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,461 | $2,037,062 | |
| 2 | GTLB |
Gitlab Inc.
|
11,546 | $352,499 | |
| 3 | PANW |
Palo Alto Networks Inc
|
740 | $252,354 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,159 | $135,220 | |
| 5 | ORCL |
Oracle Corp
|
736 | $107,860 | |
| 6 | FTNT |
Fortinet, Inc.
|
568 | $87,256 | |
| 7 | SNPS |
Synopsys Inc
|
188 | $83,861 | |
| 8 | NTAP |
NetApp, Inc.
|
355 | $54,939 |
All Filings in IOT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518 | 16 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,563 | 144 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,196 | 203 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,315 | 89 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $4,614 | 116 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,522 | 118 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,155 | 118 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,063 | 126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,246 | 126 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,799 | 127 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,237 | 97 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,361 | 54 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $526 | 19 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $512 | 26 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $459 | 37 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||