Position in S
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$531,805
+$205,645 QoQ
Shares Held
31,338
+23.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#228
of 485 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $49,520,059 across 29 Software - Infrastructure names. S ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
74,193 | $27,675,472 | |
| 2 | NTAP |
NetApp, Inc.
|
19,480 | $3,014,724 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,688 | $2,102,750 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,840 | $1,614,712 | |
| 5 | ORCL |
Oracle Corp
|
10,888 | $1,595,636 | |
| 6 | VRSN |
Verisign Inc/Ca
|
5,497 | $1,382,825 | |
| 7 | SNPS |
Synopsys Inc
|
2,296 | $1,024,176 | |
| 8 | NTCT |
Netscout Systems Inc
|
22,344 | $973,081 |
All Filings in S
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,805 | 31,338 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $326,160 | 25,323 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $173,475 | 11,565 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||