Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,041,833
+$714,170 QoQ
Shares Held
17,987
-17.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 867 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 25%
Shared 1%
None 74%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. MDB ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in MDB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,041,833 | 17,987 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,327,663 | 21,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,757,848 | 16,102 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,815,190 | 12,292 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,427,484 | 11,560 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $306,073 | 1,745 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $7,247,840 | 31,132 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,352,118 | 19,797 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||