Position in ZETA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$478,283
+$224,248 QoQ
Shares Held
24,303
+52.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#233
of 414 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Argos Wealth Advisors, LLC holds $18,540,707 across 11 Software - Infrastructure names. ZETA ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,952 | $12,664,775 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
11,291 | $1,317,320 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
5,412 | $1,032,528 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,588 | $882,559 | |
| 5 | NET |
Cloudflare, Inc.
|
3,234 | $793,235 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
This page
|
24,303 | $478,283 | |
| 7 | AKAM |
Akamai Technologies Inc
|
3,238 | $382,763 | |
| 8 | GTLB |
Gitlab Inc.
|
12,370 | $377,656 |
All Filings in ZETA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,283 | 24,303 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $254,035 | 15,957 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $324,724 | 15,957 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||