Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,069
+$258 QoQ
Shares Held
27
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#786
of 867 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $10,201,638 across 47 Software - Infrastructure names. MDB ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,306 | $7,201,523 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,895 | $1,059,209 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,473 | $988,544 | |
| 4 | ORCL |
Oracle Corp
|
4,096 | $600,268 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
476 | $90,813 | |
| 6 | NET |
Cloudflare, Inc.
|
205 | $50,282 | |
| 7 | SNPS |
Synopsys Inc
|
87 | $38,807 | |
| 8 | PANW |
Palo Alto Networks Inc
|
82 | $27,962 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,069 | 27 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,811 | 36 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $9,001 | 29 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||