Position in TWLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,222,711
+$593,738 QoQ
Shares Held
5,926
+18.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#428
of 955 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 40%
Shared 60%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $70,782,966 across 17 Software - Infrastructure names. TWLO ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
125,570 | $46,840,120 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,855 | $11,204,211 | |
| 3 | ORCL |
Oracle Corp
|
26,163 | $3,834,187 | |
| 4 | ZS |
Zscaler, Inc.
|
16,357 | $2,308,790 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
13,715 | $1,600,129 | |
| 6 | TWLO |
Twilio Inc
This page
|
5,926 | $1,222,711 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
15,500 | $739,291 | |
| 8 | SNPS |
Synopsys Inc
|
1,329 | $592,826 |
All Filings in TWLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,711 | 5,926 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $628,973 | 4,999 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $428,142 | 3,010 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $234,410 | 2,342 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $234,542 | 1,886 | Shares | Other | 2025-07-23 | |
| 2024-12-31 | $154,770 | 1,432 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $47,805 | 733 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,634 | 240 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $21,829 | 357 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,084 | 212 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,067 | 172 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,634 | 120 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,663 | 100 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||