Position in VERI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,920
-$2,613 QoQ
Shares Held
975
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VERI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. VERI ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
113,597 | $42,050,201 | |
| 2 | ORCL |
Oracle Corp
|
114,381 | $16,826,588 | |
| 3 | CPAY |
Corpay, Inc.
|
12,603 | $3,667,346 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,027 | $3,050,408 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,872 | $2,321,756 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,331 | $129,908 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $103,516 | |
| 8 | NN |
Nextnav Inc.
|
2,353 | $37,695 |
All Filings in VERI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,920 | 975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,533 | 975 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $4,699 | 975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,228 | 975 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||