Position in MDB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,420
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 111 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LifeSteps Financial, Inc. holds $5,995,567 across 14 Software - Infrastructure names. MDB ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,179 | $5,289,050 | |
| 2 | ORCL |
Oracle Corp
|
1,525 | $223,488 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,584 | $184,805 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,365 | $135,872 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
320 | $61,051 | |
| 6 | PANW |
Palo Alto Networks Inc
|
131 | $44,673 | |
| 7 | NET |
Cloudflare, Inc.
|
85 | $20,848 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
34 | $11,420 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,420 | 34 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||