Position in WEX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,989
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $10,201,638 across 47 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,306 | $7,201,523 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,895 | $1,059,209 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,473 | $988,544 | |
| 4 | ORCL |
Oracle Corp
|
4,096 | $600,268 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
476 | $90,813 | |
| 6 | NET |
Cloudflare, Inc.
|
205 | $50,282 | |
| 7 | SNPS |
Synopsys Inc
|
87 | $38,807 | |
| 8 | PANW |
Palo Alto Networks Inc
|
82 | $27,962 |
All Filings in WEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,989 | 13 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||