Position in RELY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,821
+$25,934 QoQ
Shares Held
3,785
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 348 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RELY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Larson Financial Group LLC holds $67,315,543 across 79 Software - Infrastructure names. RELY ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,474 | $31,510,491 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
88,594 | $10,336,261 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
52,364 | $9,990,265 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,266 | $2,477,851 | |
| 5 | ORCL |
Oracle Corp
|
11,598 | $1,699,686 | |
| 6 | NET |
Cloudflare, Inc.
|
6,199 | $1,520,490 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,262 | $1,115,588 | |
| 8 | SNPS |
Synopsys Inc
|
2,358 | $1,051,833 |
All Filings in RELY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,821 | 3,785 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,887 | 3,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,382 | 1,477 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,348 | 1,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,834 | 151 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,449 | 262 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,814 | 169 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $5,044 | 200 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||