Stephens Consulting, LLC Software

Stephens Consulting, LLC

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$2.8T	$1.78 Billion 0.45% of portfolio	4,234	Q4 2024 Added 4.39%
ORCL Oracle Corp	$377B	$576 Million 0.14% of portfolio	3,456	Q4 2024 Added 16.21%
CRWD Crowd Strike Holdings, Inc.	$75.7B	$342 Million 0.09% of portfolio	1,000	Q4 2024 New
FTNT Fortinet, Inc.	$75.9B	$27.9 Million 0.01% of portfolio	295	Q4 2022 Reduced 52.42%
PANW Palo Alto Networks Inc	$51.1B	$21.8 Million 0.01% of portfolio	120	Q4 2024 Added 100.0%
SQ Block, Inc.	$30.3B	$11.2 Million 0.0% of portfolio	132	Q3 2024 Reduced 17.5%
PLTR Palantir Technologies Inc.	$166B	$8.47 Million 0.0% of portfolio	112	Q4 2024 Reduced 77.6%
AKAM Akamai Technologies Inc	$14.4B	$5.17 Million 0.0% of portfolio	54	Q1 2023 Reduced 50.91%
CYBR Cyber Ark Software Ltd.	$13.8B	$667,000 0.0% of portfolio	2	Q3 2024 New
NET Cloudflare, Inc.	$31.9B	$647,000 0.0% of portfolio	6	Q3 2024 New

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