Position in OS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$0
+$0 QoQ
Shares Held
227,217
+10.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OS 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.
| # | 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 OS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 227,217 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | — | 206,284 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | — | 205,525 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | — | 24,969 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||