Position in MDB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$446,747
New position
Shares Held
1,330
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#558
of 865 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $127,829,033 across 15 Software - Infrastructure names. MDB ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
213,728 | $79,724,818 | |
| 2 | PANW |
Palo Alto Networks Inc
|
81,335 | $27,736,861 | |
| 3 | ORCL |
Oracle Corp
|
48,604 | $7,122,915 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
49,287 | $5,750,314 | |
| 5 | TOST |
Toast, Inc.
|
96,485 | $2,684,212 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
35,072 | $1,672,802 | |
| 7 | TWLO |
Twilio Inc
|
4,375 | $902,693 | |
| 8 | ZS |
Zscaler, Inc.
|
5,035 | $710,690 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,747 | 1,330 | Shares | Defined | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||