Position in PSFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,932
+$9,360 QoQ
Shares Held
14,181
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 146 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSFE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026World Investment Advisors holds $137,283,472 across 18 Software - Infrastructure names. PSFE ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
262,135 | $97,781,597 | |
| 2 | ORCL |
Oracle Corp
|
67,469 | $9,887,581 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,616 | $8,735,568 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
29,120 | $5,555,659 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
44,680 | $5,212,815 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
31,705 | $4,166,988 | |
| 7 | SNPS |
Synopsys Inc
|
4,908 | $2,189,311 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,813 | $739,373 |
All Filings in PSFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,932 | 14,181 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,572 | 14,181 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $116,212 | 14,365 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||