Position in TCX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,080
+$431 QoQ
Shares Held
63
+117.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 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, 2026EverSource Wealth Advisors, LLC holds $75,284,138 across 97 Software - Infrastructure names. TCX ranks #93 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,488 | $35,346,784 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
135,699 | $19,850,044 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,503 | $5,852,155 | |
| 4 | ORCL |
Oracle Corp
|
24,375 | $3,585,796 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,472 | $1,607,701 | |
| 6 | IIIV |
i3 Verticals, Inc.
|
47,626 | $1,064,915 | |
| 7 | NET |
Cloudflare, Inc.
|
4,186 | $863,732 | |
| 8 | FTNT |
Fortinet, Inc.
|
10,129 | $827,734 |
All Filings in TCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,080 | 63 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $649 | 29 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389 | 21 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $197 | 10 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $202 | 12 | Shares | Sole | 2025-05-13 | |
| 2022-12-31 | $2,476 | 73 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,843 | 76 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,387 | 166 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,844 | 27 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,346 | 28 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||