Position in ZETA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$254,035
-$70,689 QoQ
Shares Held
15,957
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Argos Wealth Advisors, LLC holds $14,829,310 across 8 Software - Infrastructure names. ZETA ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,193 | $11,176,542 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
11,102 | $1,624,000 | |
| 3 | NET |
Cloudflare, Inc.
|
3,334 | $687,937 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,520 | $404,006 | |
| 5 | AKAM |
Akamai Technologies Inc
|
3,238 | $371,884 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
This page
|
15,957 | $254,035 | |
| 7 | AIOT |
Powerfleet, Inc.
|
52,491 | $161,672 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,529 | $149,234 |
All Filings in ZETA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||