Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,478,631
+$1,165,123 QoQ
Shares Held
4,402
+489.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#394
of 867 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. MDB ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in MDB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,631 | 4,402 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $313,508 | 747 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238,992 | 770 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $216,618 | 1,235 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $324,769 | 1,395 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $409,849 | 1,516 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $359,941 | 1,440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $534,732 | 1,491 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $569,936 | 1,394 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $501,497 | 1,450 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $591,414 | 1,439 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $285,338 | 1,224 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $235,546 | 531 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $231,855 | 438 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||