Position in VIVO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258
+$254 QoQ
Shares Held
50
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 30 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIVO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $16,861,773 across 21 Software - Infrastructure names. VIVO ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,982 | $14,541,065 | |
| 2 | ORCL |
Oracle Corp
|
9,696 | $1,420,948 | |
| 3 | PANW |
Palo Alto Networks Inc
|
861 | $293,618 | |
| 4 | SNPS |
Synopsys Inc
|
421 | $187,795 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,514 | $178,969 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 7 | CRWV |
CoreWeave, Inc.
|
719 | $71,569 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
92 | $17,552 |
All Filings in VIVO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258 | 50 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4 | 2,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3 | 1,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6 | 1,500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,175 | 2,500 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||