Position in USIO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$97,698
-$464,934 QoQ
Shares Held
85,700
-79.3% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.03%
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 USIO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Rothschild Wealth LLC holds $12,284,939 across 15 Software - Infrastructure names. USIO ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,652 | $8,014,920 | |
| 2 | ORCL |
Oracle Corp
|
6,059 | $891,339 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,476 | $801,029 | |
| 4 | FTNT |
Fortinet, Inc.
|
5,566 | $454,853 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,450 | $392,784 | |
| 6 | NTNX |
Nutanix, Inc.
|
7,472 | $284,010 | |
| 7 | SNPS |
Synopsys Inc
|
669 | $265,245 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,018 | $252,830 |
All Filings in USIO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||