Position in S
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$268,923
+$171,795 QoQ
Shares Held
15,847
+110.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. S ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in S
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,923 | 15,847 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $97,128 | 7,541 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $213,465 | 14,231 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,478 | 13,599 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $174,574 | 9,550 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $144,694 | 7,959 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $110,089 | 4,959 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $89,149 | 3,727 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $59,508 | 2,827 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $34,312 | 1,472 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,914 | 252 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $21,951 | 1,302 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $23,435 | 1,552 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $44,188 | 2,701 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $146 | 3,421 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $85,344 | 3,339 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $77,128 | 3,306 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $55,436 | 1,431 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $18,428 | 365 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,517 | 215 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||