Position in ZSQR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$224,400
New position
Shares Held
20,000
first reported quarter
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $384,628,881 across 32 Software - Infrastructure names. ZSQR ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
774,509 | $286,699,996 | |
| 2 | ORCL |
Oracle Corp
|
215,402 | $31,687,788 | |
| 3 | PANW |
Palo Alto Networks Inc
|
101,351 | $16,248,592 | |
| 4 | FFIV |
F5, Inc.
|
48,707 | $14,092,396 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
75,283 | $11,012,397 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,981 | $7,019,962 | |
| 7 | SNPS |
Synopsys Inc
|
5,838 | $2,314,650 | |
| 8 | NET |
Cloudflare, Inc.
|
9,154 | $1,888,836 |
All Filings in ZSQR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,400 | 20,000 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||