Position in MBGL
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$5,367
New position
Shares Held
313
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Sep 30, 2026Planning Strategies Inc. holds $2,330,159 across 35 Software - Infrastructure names. MBGL ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,768 | $1,932,607 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
850 | $158,992 | |
| 3 | FOUR |
Shift4 Payments, Inc.
|
1,743 | $63,044 | |
| 4 | ORCL |
Oracle Corp
|
296 | $40,640 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
106 | $28,063 | |
| 6 | OKTA |
Okta, Inc.
|
116 | $24,256 | |
| 7 | PANW |
Palo Alto Networks Inc
|
54 | $21,454 | |
| 8 | FTNT |
Fortinet, Inc.
|
46 | $8,222 |
All Filings in MBGL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $5,367 | 313 | Shares | Sole | 2026-10-02 | |
| No filing history on record for this holder in this stock. | ||||||