Position in SNPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$256,936
+$94,776 QoQ
Shares Held
576
+40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,084
of 1,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. SNPS ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in SNPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,936 | 576 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $162,160 | 409 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $173,796 | 370 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $224,492 | 455 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $759,791 | 1,482 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,005,224 | 2,344 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,026,051 | 2,114 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $935,808 | 1,848 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,921,448 | 3,229 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,872,805 | 3,277 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,527,223 | 2,966 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $505,784 | 1,102 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $484,175 | 1,112 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $404,790 | 1,048 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $257,028 | 805 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $297,872 | 975 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $256,322 | 844 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $232,955 | 699 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $156,612 | 425 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $125,153 | 418 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $184,779 | 670 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $128,845 | 520 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $118,731 | 458 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $84,736 | 396 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $122,265 | 627 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $59,114 | 459 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||