Position in MDB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$232,442
New position
Shares Held
692
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#662
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONECO ADVISORS, LLC holds $33,277,067 across 9 Software - Infrastructure names. MDB ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
61,546 | $22,957,888 | |
| 2 | ORCL |
Oracle Corp
|
21,912 | $3,211,203 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,407 | $3,207,975 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
14,833 | $1,730,566 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,353 | $668,707 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,996 | $571,591 | |
| 7 | OKTA |
Okta, Inc.
|
2,913 | $397,478 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,006 | $299,217 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,442 | 692 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||