Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,017,555
+$283,996 QoQ
Shares Held
31,377
+35.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 542 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. IOT ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in IOT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,555 | 31,377 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $733,559 | 23,148 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $834,279 | 23,534 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,089,188 | 29,240 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,265,600 | 31,815 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,001,216 | 26,121 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,045,588 | 23,932 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,025,870 | 21,319 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $782,243 | 23,212 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $265,096 | 7,015 | Shares | Defined | 2024-05-14 | |
| 2021-12-31 | $848,358 | 30,180 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||