Position in WEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,296
New position
Shares Held
73
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 410 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $7,497,670 across 51 Software - Infrastructure names. WEX ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,699 | $4,363,921 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,680 | $1,595,965 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,856 | $544,868 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,106 | $245,690 | |
| 5 | ORCL |
Oracle Corp
|
1,380 | $202,225 | |
| 6 | NTAP |
NetApp, Inc.
|
709 | $109,721 | |
| 7 | FTNT |
Fortinet, Inc.
|
428 | $65,743 | |
| 8 | SNPS |
Synopsys Inc
|
102 | $45,495 |
All Filings in WEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,296 | 73 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||