Position in ZSQR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$910,535
+$686,135 QoQ
Shares Held
86,062
+330.3% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 46 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZSQR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. ZSQR ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in ZSQR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,535 | 86,062 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $224,400 | 20,000 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||