Position in S
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$423,401
+$8,807 QoQ
Shares Held
24,950
-22.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 485 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Derivatives in S
reported options exposure · as of Mar 31, 2025CallValue
$350
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. S ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in S
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,401 | 24,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $414,594 | 32,189 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $394,740 | 26,316 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $560,631 | 31,836 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $505,332 | 27,644 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350 | 500 | Call | Sole | 2025-05-13 | |
| 2025-03-31 | $564,125 | 31,030 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $505,716 | 22,780 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $40,688 | 17,500 | Call | Sole | 2025-02-07 | |
| 2024-09-30 | $51,097 | 14,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $520,714 | 21,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,926 | 10,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $539,532 | 25,631 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $233,100 | 10,000 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $706,386 | 30,304 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $687,536 | 25,056 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $274,400 | 10,000 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $5,058 | 300 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $447,396 | 26,536 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,530 | 300 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $431,044 | 28,546 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $490,800 | 30,000 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $465,065 | 28,427 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $729 | 50 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $413,334 | 28,330 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,867,336 | 73,057 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $610,172 | 26,154 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $879,901 | 22,713 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,491,424 | 29,539 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,145,165 | 21,377 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||