Position in S
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$350,057
+$153,522 QoQ
Shares Held
20,628
+35.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#277
of 484 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, 2026Impact Partnership Wealth, LLC holds $16,623,269 across 22 Software - Infrastructure names. S ranks #19 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,747 | $4,381,865 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,566 | $1,232,735 | |
| 3 | ORCL |
Oracle Corp
|
8,091 | $1,185,736 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,820 | $1,110,368 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,007 | $922,795 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,577 | $878,808 | |
| 7 | NET |
Cloudflare, Inc.
|
3,007 | $737,556 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,097 | $650,027 |
All Filings in S
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,057 | 20,628 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $196,535 | 15,259 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $185,280 | 12,352 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||