Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,527
New position
Shares Held
725
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#654
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $15,642,509 across 15 Software - Infrastructure names. MDB ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,888 | $7,045,601 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
23,235 | $2,710,827 | |
| 3 | ORCL |
Oracle Corp
|
9,336 | $1,368,190 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,788 | $735,532 | |
| 5 | NET |
Cloudflare, Inc.
|
2,063 | $506,012 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,964 | $475,245 | |
| 7 | RBRK |
Rubrik, Inc.
|
5,377 | $431,665 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,697 | $426,897 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,527 | 725 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||