Position in S
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$564,795
-$97,414 QoQ
Shares Held
33,282
+37.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 484 holders
Holding Since
Sep 2021
7 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. S ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
85,384 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in S
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,795 | 33,282 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $662,209 | 24,133 | Shares | Sole | 2026-06-12 | |
| 2022-09-30 | $330,950 | 12,948 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $302,076 | 12,948 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $438,924 | 11,330 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $451,027 | 8,933 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $430,434 | 8,035 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||