Position in S
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,564
+$1,885 QoQ
Shares Held
269
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 485 holders
Holding Since
Dec 2025
3 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. S ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in S
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564 | 269 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,679 | 208 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $930 | 62 | Shares | Defined | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||