Position in IOT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,874
+$5,428 QoQ
Shares Held
7,335
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#383
of 542 holders
Holding Since
Dec 2024
5 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $17,351,478 across 9 Software - Infrastructure names. IOT ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,374 | $10,584,069 | |
| 2 | ORCL |
Oracle Corp
|
12,677 | $1,857,814 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
6,640 | $1,266,812 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,853 | $972,930 | |
| 5 | AVX |
Avax One Technology Ltd.
|
174,925 | $907,860 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
11,200 | $544,768 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,517 | $526,998 | |
| 8 | TOST |
Toast, Inc.
|
16,260 | $452,353 |
All Filings in IOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,874 | 7,335 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $232,446 | 7,335 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $260,025 | 7,335 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $273,228 | 7,335 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $109,880 | 2,515 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||