Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$778
+$18 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 542 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $2,105,278 across 8 Software - Infrastructure names. IOT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,216 | $1,945,672 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
734 | $85,635 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
180 | $34,341 | |
| 4 | ORCL |
Oracle Corp
|
212 | $31,068 | |
| 5 | CPAY |
Corpay, Inc.
|
19 | $6,332 | |
| 6 | DOX |
Amdocs Ltd
|
22 | $1,111 | |
| 7 | IOT |
Samsara Inc.
This page
|
24 | $778 | |
| 8 | PANW |
Palo Alto Networks Inc
|
1 | $341 |
All Filings in IOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778 | 24 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $760 | 24 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $850 | 24 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||