Position in PATH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$254,347
-$1,308 QoQ
Shares Held
23,399
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#300
of 525 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Palumbo Wealth Management LLC holds $20,942,896 across 12 Software - Infrastructure names. PATH ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,335 | $12,434,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,240 | $3,098,348 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,456 | $1,336,571 | |
| 4 | NET |
Cloudflare, Inc.
|
4,675 | $1,146,684 | |
| 5 | NTNX |
Nutanix, Inc.
|
11,105 | $565,910 | |
| 6 | TWLO |
Twilio Inc
|
2,672 | $551,313 | |
| 7 | MDB |
MongoDB, Inc.
|
1,267 | $425,585 | |
| 8 | GTLB |
Gitlab Inc.
|
12,832 | $391,760 |
All Filings in PATH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,347 | 23,399 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $255,655 | 23,032 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $323,063 | 19,711 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $244,144 | 18,247 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $203,916 | 15,931 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $164,614 | 15,982 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $144,093 | 11,337 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||