Position in PLTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,976,154
-$1,063,361 QoQ
Shares Held
111,221
+15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#446
of 2,820 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $132,152,750 across 18 Software - Infrastructure names. PLTR ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,682 | $89,033,159 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
111,221 | $12,976,154 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,837 | $9,833,993 | |
| 4 | ORCL |
Oracle Corp
|
50,122 | $7,345,379 | |
| 5 | FTNT |
Fortinet, Inc.
|
15,659 | $2,405,535 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,228 | $2,395,687 | |
| 7 | CRWV |
CoreWeave, Inc.
|
16,401 | $1,632,555 | |
| 8 | ZS |
Zscaler, Inc.
|
10,048 | $1,418,275 |
All Filings in PLTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,976,154 | 111,221 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,039,515 | 95,977 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $20,056,065 | 112,833 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,906,244 | 114,605 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,656,035 | 107,512 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,241,970 | 73,957 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,548,010 | 60,135 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,199,226 | 59,119 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,444,747 | 57,037 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $754,543 | 32,792 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $539,498 | 31,421 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $392,608 | 24,538 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $172,569 | 11,257 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $264,375 | 31,287 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $251,651 | 39,198 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $422,857 | 52,012 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $511,384 | 56,382 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $747,008 | 54,407 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $344,223 | 18,903 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $547,655 | 22,781 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $473,636 | 17,968 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $232,387 | 9,978 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||