Position in USIO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$197,656
+$99,958 QoQ
Shares Held
79,700
-7.0% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 33 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USIO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Rothschild Wealth LLC holds $17,861,308 across 20 Software - Infrastructure names. USIO ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,987 | $9,320,650 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,614 | $1,232,446 | |
| 3 | ORCL |
Oracle Corp
|
8,046 | $1,179,141 | |
| 4 | FTNT |
Fortinet, Inc.
|
5,445 | $836,460 | |
| 5 | SNPS |
Synopsys Inc
|
1,488 | $663,752 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $564,723 | |
| 7 | XYZ |
Block, Inc.
|
6,512 | $494,912 | |
| 8 | NET |
Cloudflare, Inc.
|
1,961 | $480,994 |
All Filings in USIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,656 | 79,700 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $97,698 | 85,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $562,632 | 413,700 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||