Position in S
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$403,966
+$112,109 QoQ
Shares Held
23,805
+5.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#256
of 485 holders
Holding Since
Mar 2023
14 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, 2026EverSource Wealth Advisors, LLC holds $70,752,690 across 100 Software - Infrastructure names. S ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,326 | $29,963,198 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
127,814 | $14,912,054 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,178 | $9,609,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
62,104 | $2,962,122 | |
| 5 | ORCL |
Oracle Corp
|
17,035 | $2,496,474 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,127 | $1,248,465 | |
| 7 | NET |
Cloudflare, Inc.
|
4,140 | $1,015,454 | |
| 8 | CRWV |
CoreWeave, Inc.
|
8,093 | $805,573 |
All Filings in S
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,966 | 23,805 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $291,857 | 22,660 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $68,070 | 4,538 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,062 | 2,559 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,834 | 4,258 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,089 | 665 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,546 | 385 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,898 | 163 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,988 | 142 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,097 | 90 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,469 | 90 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,090 | 124 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $703 | 43 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||