Position in MDB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,084,957
+$479,152 QoQ
Shares Held
3,230
+30.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#437
of 867 holders
Holding Since
Sep 2021
17 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. MDB ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
85,384 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in MDB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,957 | 3,230 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $605,805 | 2,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,301,458 | 3,101 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $970,247 | 3,126 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $778,222 | 3,706 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $326,419 | 1,861 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $383,438 | 1,647 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $451,754 | 1,671 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,062,330 | 4,250 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,090,153 | 5,828 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,567,578 | 6,280 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $538,849 | 1,558 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,700,265 | 4,137 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $290,700 | 1,247 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $255,064 | 575 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $359,958 | 680 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $256,972 | 545 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||