Position in MNTN
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$8,800
-$3,140 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNTN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Western Pacific Wealth Management, LP holds $1,189,743 across 12 Software - Application names. MNTN ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,899 | $541,156 | |
| 2 | SNOW |
Snowflake Inc.
|
1,043 | $157,305 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,236 | $129,223 | |
| 4 | INTU |
Intuit Inc.
|
262 | $113,283 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,200 | $86,316 | |
| 6 | SHOP |
Shopify Inc.
|
400 | $47,448 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
6,000 | $41,220 | |
| 8 | TYL |
Tyler Technologies Inc
|
119 | $40,743 |
All Filings in MNTN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,800 | 1,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,940 | 1,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,550 | 1,000 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||