Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$425,585
+$120,113 QoQ
Shares Held
1,267
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#569
of 867 holders
Holding Since
Sep 2025
4 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, 2026Palumbo Wealth Management LLC holds $20,942,896 across 12 Software - Infrastructure names. MDB ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,335 | $12,434,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,240 | $3,098,348 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,456 | $1,336,571 | |
| 4 | NET |
Cloudflare, Inc.
|
4,675 | $1,146,684 | |
| 5 | NTNX |
Nutanix, Inc.
|
11,105 | $565,910 | |
| 6 | TWLO |
Twilio Inc
|
2,672 | $551,313 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
1,267 | $425,585 | |
| 8 | GTLB |
Gitlab Inc.
|
12,832 | $391,760 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,585 | 1,267 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $305,472 | 1,248 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $417,591 | 995 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $282,445 | 910 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||