Position in PATH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$521
-$11 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 525 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Financial Perspectives, Inc holds $16,199,567 across 17 Software - Infrastructure names. PATH ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,154 | $13,113,145 | |
| 2 | ORCL |
Oracle Corp
|
4,533 | $664,311 | |
| 3 | NET |
Cloudflare, Inc.
|
2,028 | $497,427 | |
| 4 | MDB |
MongoDB, Inc.
|
1,172 | $393,674 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,597 | $302,991 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,752 | $301,210 | |
| 7 | PANW |
Palo Alto Networks Inc
|
732 | $249,626 | |
| 8 | PAGS |
PagSeguro Digital Ltd.
|
23,575 | $213,353 |
All Filings in PATH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521 | 48 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $532 | 48 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $786 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $642 | 48 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $614 | 48 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $494 | 48 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $610 | 48 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $614 | 48 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $608 | 48 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,088 | 48 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,192 | 48 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $821 | 48 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $795 | 48 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $842 | 48 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $610 | 48 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $844 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $1,218 | 67 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,446 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $2,889 | 67 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $12,363 | 235 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $15,963 | 235 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||