Position in SWMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,862
+$5,322 QoQ
Shares Held
200
+166.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 73 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWMR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CVA Family Office, LLC holds $14,975,426 across 51 Software - Infrastructure names. SWMR ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,073 | $10,471,790 | |
| 2 | ORCL |
Oracle Corp
|
10,103 | $1,480,594 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,136 | $599,217 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,164 | $396,947 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,700 | $261,154 | |
| 7 | SNPS |
Synopsys Inc
|
400 | $178,428 | |
| 8 | NET |
Cloudflare, Inc.
|
489 | $119,941 |
All Filings in SWMR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,862 | 200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,540 | 75 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||