Position in MDB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$380,910
+$74,537 QoQ
Shares Held
1,134
+55.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#587
of 867 holders
Holding Since
Jun 2023
6 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, 2026Everhart Financial Group, Inc. holds $36,241,795 across 16 Software - Infrastructure names. MDB ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,855 | $21,581,072 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,553 | $2,916,744 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
23,358 | $2,725,177 | |
| 4 | ORCL |
Oracle Corp
|
14,938 | $2,189,163 | |
| 5 | NET |
Cloudflare, Inc.
|
6,822 | $1,673,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
6,719 | $1,032,172 | |
| 7 | SNPS |
Synopsys Inc
|
2,307 | $1,029,083 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,740 | $607,650 |
All Filings in MDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,910 | 1,134 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $306,373 | 730 | Shares | Sole | 2026-01-07 | |
| 2024-03-31 | $264,317 | 737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $299,687 | 733 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $240,026 | 694 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $293,446 | 714 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||