Position in S
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$284,739
+$74,705 QoQ
Shares Held
16,779
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 484 holders
Holding Since
Mar 2026
2 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, 2026VestGen Advisors, LLC holds $96,440,709 across 20 Software - Infrastructure names. S ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
100,377 | $37,442,628 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
171,512 | $20,010,305 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
58,552 | $11,170,843 | |
| 4 | PANW |
Palo Alto Networks Inc
|
23,311 | $7,949,517 | |
| 5 | ORCL |
Oracle Corp
|
42,289 | $6,197,452 | |
| 6 | OKTA |
Okta, Inc.
|
26,185 | $3,572,943 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
20,772 | $3,261,827 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,249 | $2,496,171 |
All Filings in S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,739 | 16,779 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $210,034 | 16,307 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||