Position in SNPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,014
-$743 QoQ
Shares Held
9
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,385
of 1,443 holders
Holding Since
Jun 2021
20 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, 2026Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. SNPS ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
122,138 | $45,559,916 | |
| 2 | ORCL |
Oracle Corp
|
135,920 | $19,919,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,826 | $4,373,922 | |
| 4 | CPAY |
Corpay, Inc.
|
12,483 | $4,160,209 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
16,522 | $1,927,621 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,140 | $980,634 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $156,462 | |
| 8 | TWLO |
Twilio Inc
|
225 | $46,424 |
All Filings in SNPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,014 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,757 | 12 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,697 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $29,603 | 60 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $993,573 | 1,938 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $895,003 | 1,844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $803,640 | 1,587 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $868,192 | 1,459 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $786,384 | 1,376 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $703,367 | 1,366 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $578,761 | 1,261 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $551,664 | 1,267 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $484,743 | 1,255 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $456,903 | 1,431 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $442,378 | 1,448 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $457,675 | 1,507 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $620,882 | 1,863 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $827,651 | 2,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $668,881 | 2,234 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $615,839 | 2,233 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||