Position in TLS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$118,739
+$22,650 QoQ
Shares Held
28,339
+50.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TLS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. TLS ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,720 | $113,538,541 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,738 | $19,709,474 | |
| 3 | ORCL |
Oracle Corp
|
65,827 | $9,683,809 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,775 | $7,979,927 | |
| 5 | SNPS |
Synopsys Inc
|
3,527 | $1,398,384 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,093 | $1,277,909 | |
| 7 | CRWV |
CoreWeave, Inc.
|
15,111 | $1,170,648 | |
| 8 | NET |
Cloudflare, Inc.
|
5,391 | $1,112,378 |
All Filings in TLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,739 | 28,339 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $96,089 | 18,841 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||