Position in PATH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500
New position
Shares Held
46
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 525 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Planning Strategies Inc. holds $1,671,895 across 34 Software - Infrastructure names. PATH ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,676 | $1,371,221 | |
| 2 | FOUR |
Shift4 Payments, Inc.
|
1,746 | $84,925 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
721 | $84,119 | |
| 4 | ORCL |
Oracle Corp
|
304 | $44,551 | |
| 5 | PANW |
Palo Alto Networks Inc
|
49 | $16,709 | |
| 6 | OKTA |
Okta, Inc.
|
115 | $15,691 | |
| 7 | FTNT |
Fortinet, Inc.
|
42 | $6,452 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
96 | $4,578 |
All Filings in PATH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500 | 46 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||