Position in SNPS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$246,676
+$26,234 QoQ
Shares Held
553
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,091
of 1,440 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. SNPS ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
This page
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,300 | $109,701 |
All Filings in SNPS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,676 | 553 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $220,442 | 556 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,694 | 555 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,910 | 543 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $273,771 | 534 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $229,005 | 534 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $259,182 | 534 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $270,412 | 534 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $317,762 | 534 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $305,181 | 534 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $274,961 | 534 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $238,664 | 520 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $226,413 | 520 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $200,850 | 520 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||