Position in TCX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$85
-$71 QoQ
Shares Held
5
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TCX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $131,493,553 across 97 Software - Infrastructure names. TCX ranks #93 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,800 | $64,705,716 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,792 | $17,441,533 | |
| 3 | XYZ |
Block, Inc.
|
210,960 | $12,695,572 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,774 | $11,815,620 | |
| 5 | ORCL |
Oracle Corp
|
47,726 | $7,020,971 | |
| 6 | FTNT |
Fortinet, Inc.
|
42,360 | $3,461,659 | |
| 7 | NTNX |
Nutanix, Inc.
|
54,709 | $2,079,489 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
18,284 | $1,784,564 |
All Filings in TCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85 | 5 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $156 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $92 | 5 | Shares | Sole | 2026-02-06 | |
| 2022-09-30 | $411 | 11 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $489 | 11 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $751 | 11 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||