Position in SDCH
as of Mar 31, 2022
· filed Aug 8, 2022
Position Value
$2,000
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 1 holders
Holding Since
Sep 2021
3 quarters on record
Common Shares in SDCH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in SDCH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $2,000 | 2 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,000 | 2 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,000 | 2 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||