Position in MDB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$276,445
+$27,514 QoQ
Shares Held
823
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#634
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, 2026SYM FINANCIAL Corp holds $12,342,313 across 15 Software - Infrastructure names. MDB ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,239 | $6,803,511 | |
| 2 | ORCL |
Oracle Corp
|
6,987 | $1,023,944 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,261 | $654,574 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,144 | $539,344 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,238 | $494,447 | |
| 6 | SNPS |
Synopsys Inc
|
1,019 | $454,545 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,908 | $364,017 | |
| 8 | PANW |
Palo Alto Networks Inc
|
974 | $332,153 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,445 | 823 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $248,931 | 1,017 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $345,824 | 824 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,234 | 774 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||