Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,331
+$11,756 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 867 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. MDB ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
122,138 | $45,559,916 | |
| 2 | ORCL |
Oracle Corp
|
135,920 | $19,919,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,826 | $4,373,922 | |
| 4 | CPAY |
Corpay, Inc.
|
12,483 | $4,160,209 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
16,522 | $1,927,621 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,140 | $980,634 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $156,462 | |
| 8 | TWLO |
Twilio Inc
|
225 | $46,424 |
All Filings in MDB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,331 | 129 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,575 | 129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,140 | 129 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $40,039 | 129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,088 | 129 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||