Position in WEX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,530
+$41 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sunbelt Securities, Inc. holds $48,678,080 across 67 Software - Infrastructure names. WEX ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,521 | $29,066,118 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,167 | $12,165,668 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,364 | $1,501,236 | |
| 4 | ORCL |
Oracle Corp
|
9,351 | $1,375,625 | |
| 5 | FTNT |
Fortinet, Inc.
|
14,839 | $1,212,643 | |
| 6 | ZS |
Zscaler, Inc.
|
5,447 | $764,159 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
7,252 | $707,813 | |
| 8 | IOT |
Samsara Inc.
|
11,400 | $361,266 |
All Filings in WEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,530 | 10 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,489 | 10 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,575 | 10 | Shares | Sole | 2025-11-19 | |
| 2024-06-30 | $3,897 | 22 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,225 | 22 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,451 | 64 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,037 | 64 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $11,652 | 64 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $11,768 | 64 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||