Position in VERI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$21,303
-$29,633 QoQ
Shares Held
10,814
-1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Common Shares in VERI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Kestra Advisory Services, LLC holds $551,563,830 across 33 Software - Infrastructure names. VERI ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,061,804 | $393,047,986 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
345,923 | $50,601,616 | |
| 3 | ORCL |
Oracle Corp
|
318,365 | $46,834,675 | |
| 4 | PANW |
Palo Alto Networks Inc
|
157,284 | $25,215,770 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
67,827 | $6,620,084 | |
| 6 | NET |
Cloudflare, Inc.
|
21,970 | $4,533,289 | |
| 7 | CRWV |
CoreWeave, Inc.
|
47,559 | $3,684,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
37,697 | $3,080,598 |
All Filings in VERI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,303 | 10,814 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $50,936 | 10,954 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,208 | 11,454 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $26,628 | 10,321 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||