Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,593,483
-$626,378 QoQ
Shares Held
7,721
+0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#331
of 849 holders
Holding Since
Sep 2025
3 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, 2026IFG Advisory, LLC holds $47,177,044 across 34 Software - Infrastructure names. MDB ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,180 | $19,091,163 | |
| 2 | CPAY |
Corpay, Inc.
|
17,343 | $5,779,901 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
48,446 | $5,652,194 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,446 | $4,919,200 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
32,961 | $4,332,064 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
7,721 | $2,593,483 | |
| 7 | IOT |
Samsara Inc.
|
51,040 | $1,655,227 | |
| 8 | ORCL |
Oracle Corp
|
5,664 | $830,059 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,483 | 7,721 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,219,861 | 7,672 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,316,676 | 7,464 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||