Position in PGY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,328,745
+$740,514 QoQ
Shares Held
142,808
+42.1% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 223 holders
Holding Since
Mar 2025
6 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, 2026Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. PGY ranks #56 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in PGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,328,745 | 72,808 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $588,231 | 50,492 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $248,712 | 8,377 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||