Position in MDB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$770,890
+$50,043 QoQ
Shares Held
2,295
-22.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#486
of 867 holders
Holding Since
Mar 2020
26 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, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. MDB ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
|
1,798 | $263,496 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,890 | 2,295 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $720,847 | 2,945 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,907,491 | 4,545 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,441,715 | 4,645 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $981,703 | 4,675 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $872,615 | 4,975 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,158,229 | 4,975 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,344,991 | 4,975 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,249,800 | 5,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,793,200 | 5,000 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,058,559 | 5,035 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,795,013 | 5,190 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,459,364 | 5,984 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,395,922 | 5,988 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,163,127 | 5,909 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,345,045 | 6,774 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,927,306 | 7,427 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,294,542 | 7,427 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,116,754 | 7,777 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,989,917 | 8,462 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,097,141 | 8,567 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,852,675 | 10,667 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,533,598 | 12,627 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,004,536 | 12,978 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,376,540 | 14,918 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,086,331 | 15,280 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||