Position in PATH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$127,361
-$28,141 QoQ
Shares Held
11,474
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
85,384 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in PATH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,361 | 11,474 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $155,502 | 11,622 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $120,180 | 11,668 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $277,306 | 21,818 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $267,301 | 11,791 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $216,108 | 8,700 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||