Position in PGY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,495,186
+$941,928 QoQ
Shares Held
81,928
+72.5% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 223 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,834,734,994 across 103 Software - Infrastructure names. PGY ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in PGY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,186 | 81,928 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $553,258 | 47,490 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $557,298 | 26,665 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,053,223 | 35,474 | Shares | Sole | 2025-11-12 | |
| 2022-09-30 | $43,439 | 24,000 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||