Position in PLTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$350,943
-$271,332 QoQ
Shares Held
3,008
-29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,058
of 2,816 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. PLTR ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in PLTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,943 | 3,008 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $622,275 | 4,254 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $770,190 | 4,333 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $764,339 | 4,190 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $568,454 | 4,170 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $352,116 | 4,172 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $511,863 | 6,768 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $225,246 | 6,055 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $155,652 | 6,145 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $135,597 | 5,893 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,932 | 462 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,528 | 408 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,859 | 317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,247 | 266 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $89 | 14 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,219 | 150 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9 | 1 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $178 | 13 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $91 | 5 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||