Position in MDB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$416,851
+$136,835 QoQ
Shares Held
1,241
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#571
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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $11,261,188 across 14 Software - Infrastructure names. MDB ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,964 | $5,581,871 | |
| 2 | FTNT |
Fortinet, Inc.
|
4,329 | $665,020 | |
| 3 | SNPS |
Synopsys Inc
|
1,326 | $591,488 | |
| 4 | ORCL |
Oracle Corp
|
3,811 | $558,501 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,709 | $549,398 | |
| 6 | VRSN |
Verisign Inc/Ca
|
2,178 | $547,897 | |
| 7 | NTNX |
Nutanix, Inc.
|
8,865 | $451,760 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
1,241 | $416,851 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,851 | 1,241 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $280,016 | 1,144 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $424,725 | 1,012 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $321,863 | 1,037 | Shares | Other | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||