Position in SWMR
as of Sep 30, 2026
· filed Oct 9, 2026
Position Value
$2,282
New position
Shares Held
128
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Sep 30, 2026Bullock Wealth Management Group holds $11,517,023 across 17 Software - Infrastructure names. SWMR ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,725 | $5,500,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,345 | $1,935,032 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,296 | $1,706,843 | |
| 4 | FTNT |
Fortinet, Inc.
|
8,717 | $1,558,250 | |
| 5 | ORCL |
Oracle Corp
|
3,263 | $448,009 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,629 | $141,918 | |
| 7 | FFIV |
F5, Inc.
|
227 | $101,055 | |
| 8 | NTAP |
NetApp, Inc.
|
167 | $35,083 |
All Filings in SWMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $2,282 | 128 | Shares | Sole | 2026-10-09 | |
| No filing history on record for this holder in this stock. | ||||||