Position in PLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,562,073
-$662,377 QoQ
Shares Held
21,960
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#932
of 2,821 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. PLTR ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in PLTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,562,073 | 21,960 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,224,450 | 22,043 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,910,677 | 22,001 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,144,764 | 22,721 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||