Position in S
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$326,706
-$553,794 QoQ
Shares Held
19,252
-61.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#286
of 484 holders
Holding Since
Mar 2023
8 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, 2026Legacy Financial Advisors, Inc. holds $24,454,063 across 11 Software - Infrastructure names. S ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
39,173 | $14,612,312 | |
| 2 | ORCL |
Oracle Corp
|
22,014 | $3,226,151 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,546 | $1,891,296 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,870 | $1,268,202 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,576 | $1,063,817 | |
| 6 | SNPS |
Synopsys Inc
|
1,441 | $642,786 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,078 | $472,842 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,556 | $391,427 |
All Filings in S
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,706 | 19,252 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $880,500 | 50,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $914,000 | 50,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $363,600 | 20,000 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $1,042,720 | 38,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $640,680 | 38,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $573,800 | 38,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $621,680 | 38,000 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||