Position in S
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$230,707
+$55,604 QoQ
Shares Held
13,595
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 485 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modera Wealth Management, LLC holds $173,199,316 across 11 Software - Infrastructure names. S ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
371,417 | $138,545,969 | |
| 2 | FTNT |
Fortinet, Inc.
|
92,578 | $14,221,832 | |
| 3 | ORCL |
Oracle Corp
|
96,055 | $14,076,860 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,906 | $2,439,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,328 | $2,351,997 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,661 | $417,841 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,124 | $383,306 | |
| 8 | NET |
Cloudflare, Inc.
|
1,236 | $303,166 |
All Filings in S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,707 | 13,595 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $175,103 | 13,595 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||