Position in OS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
700
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in OS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | — | 661 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 501 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | — | 630 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | — | 6,506 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | — | 5,882 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||