Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,084
+$105,034 QoQ
Shares Held
1,072
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 867 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $133,776,882 across 16 Software - Infrastructure names. MDB ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,334 | $74,355,568 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
135,552 | $25,861,288 | |
| 3 | PANW |
Palo Alto Networks Inc
|
41,354 | $14,102,541 | |
| 4 | ORCL |
Oracle Corp
|
45,665 | $6,692,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
51,443 | $6,001,854 | |
| 6 | FTNT |
Fortinet, Inc.
|
12,443 | $1,911,493 | |
| 7 | RBRK |
Rubrik, Inc.
|
15,832 | $1,270,992 | |
| 8 | NET |
Cloudflare, Inc.
|
4,564 | $1,119,457 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,084 | 1,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,050 | 1,042 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $520,415 | 1,240 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $326,519 | 1,052 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||