Position in S
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$167,040
-$99,615 QoQ
Shares Held
12,969
-27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Tempus Wealth Planning, LLC holds $12,630,599 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,552 | $8,039,327 | |
| 2 | ORCL |
Oracle Corp
|
15,652 | $2,293,800 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,262 | $1,197,267 | |
| 4 | TENB |
Tenable Holdings, Inc.
|
12,940 | $477,227 | |
| 5 | ZS |
Zscaler, Inc.
|
2,411 | $340,312 | |
| 6 | XYZ |
Block, Inc.
|
2,675 | $203,300 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,664 | $79,366 |
All Filings in S
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,040 | 12,969 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $266,655 | 17,777 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $303,913 | 17,258 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $318,017 | 17,397 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||