Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$202,547
New position
Shares Held
603
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $59,530,934 across 13 Software - Infrastructure names. MDB ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,694 | $48,378,455 | |
| 2 | PANW |
Palo Alto Networks Inc
|
14,577 | $4,971,048 | |
| 3 | ORCL |
Oracle Corp
|
18,650 | $2,733,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,609 | $887,742 | |
| 5 | GEN |
Gen Digital Inc.
|
17,496 | $435,475 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,448 | $376,061 | |
| 7 | VRSN |
Verisign Inc/Ca
|
1,284 | $323,003 | |
| 8 | FFIV |
F5, Inc.
|
756 | $314,465 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,547 | 603 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||