Position in PLTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,474,242
-$390,242 QoQ
Shares Held
12,636
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,157
of 2,820 holders
Holding Since
Mar 2023
14 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, 2026Colonial Trust Advisors holds $111,046,962 across 14 Software - Infrastructure names. PLTR ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
150,220 | $56,035,064 | |
| 2 | PANW |
Palo Alto Networks Inc
|
113,508 | $38,708,498 | |
| 3 | ORCL |
Oracle Corp
|
95,821 | $14,042,567 | |
| 4 | PLTR |
Palantir Technologies Inc.
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|
12,636 | $1,474,242 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,550 | $353,367 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
1,364 | $179,270 | |
| 7 | TOST |
Toast, Inc.
|
6,100 | $169,702 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
188 | $35,867 |
All Filings in PLTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,242 | 12,636 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,864,484 | 12,746 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,265,601 | 12,746 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,247,596 | 12,321 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,108,417 | 8,131 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $474,750 | 5,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $357,351 | 4,725 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $61,380 | 1,650 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $62,058 | 2,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,515 | 1,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,755 | 1,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,000 | 1,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,264 | 800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,070 | 600 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||