HOWE & RUSLING INC

Position in ZS — Zscaler, Inc.

CIK 769963 ROCHESTER, NY

Position in ZS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,223,208

+$306,873 QoQ

Shares Held

29,920

+7.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#194

of 740 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Technology · as of Jun 30, 2026

HOWE & RUSLING INC holds $57,878,129 across 7 Software - Infrastructure names. ZS ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	94,506	$35,252,627
2	CRWD	CrowdStrike Holdings, Inc.	81,552	$15,558,898
3	ZS	Zscaler, Inc. This page	29,920	$4,223,208
4	PANW	Palo Alto Networks Inc	3,948	$1,346,346
5	ORCL	Oracle Corp	6,095	$893,222
6	FTNT	Fortinet, Inc.	2,013	$309,237
7	PLTR	Palantir Technologies Inc.	2,525	$294,591

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,223,208	29,920	+7.2%	Shares	Sole	2026-08-10
2026-03-31	$3,916,335	27,916	+32.7%	Shares	Sole	2026-04-28
2025-12-31	$4,732,991	21,043	-9.5%	Shares	Sole	2026-02-17
2025-09-30	$6,967,694	23,252	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$7,295,965	23,240	-5.8%	Shares	Sole	2025-08-12
2025-03-31	$4,895,418	24,672	+17.1%	Shares	Sole	2025-06-17
2024-12-31	$3,799,615	21,061	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$3,635,893	21,270	+8.3%	Shares	Sole	2024-11-08
2024-06-30	$3,775,956	19,647	+47.2%	Shares	Sole	2024-08-14
2024-03-31	$2,570,454	13,344	+5.4%	Shares	Sole	2024-05-15
2023-12-31	$2,806,057	12,665	+2.0%	Shares	Sole	2024-02-06
2023-09-30	$1,931,961	12,417	-16.0%	Shares	Sole	2023-11-09
2023-06-30	$2,163,777	14,790	+2.4%	Shares	Sole	2023-08-14
2023-03-31	$1,686,791	14,438	+20824.6%	Shares	Sole	2023-05-15
2020-03-31	$4,199	69	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.