Position in MDB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$734,613
-$1,401,609 QoQ
Shares Held
2,187
-57.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#498
of 867 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. MDB ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in MDB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,613 | 2,187 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,136,222 | 5,090 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,722,298 | 5,549 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,647 | 265 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $452,815 | 1,945 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $31,090 | 115 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $18,996 | 76 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $122,654 | 342 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,200 | 113 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $48,420 | 140 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $54,250 | 132 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $31,238 | 134 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,905 | 30 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $992 | 5 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,297 | 5 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,217 | 5 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,357 | 5 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||