Position in S
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51
-$9 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Bernard Wealth Management Corp. holds $11,878,978 across 9 Software - Infrastructure names. S ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,814 | $7,334,548 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,643 | $2,026,925 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,096 | $1,961,419 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,090 | $305,725 | |
| 5 | ORCL |
Oracle Corp
|
983 | $144,609 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
409 | $58,425 | |
| 7 | VRSN |
Verisign Inc/Ca
|
100 | $24,836 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
1,500 | $22,440 |
All Filings in S
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51 | 4 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60 | 4 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $70 | 4 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $73 | 4 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $72 | 4 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||