Venturi Wealth Management, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1666363 AUSTIN, TX

Position in PLTR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,600,129

-$605,773 QoQ

Shares Held

13,715

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,120

of 2,821 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Technology · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $70,782,966 across 17 Software - Infrastructure names. PLTR ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	125,570	$46,840,120
2	PANW	Palo Alto Networks Inc	32,855	$11,204,211
3	ORCL	Oracle Corp	26,163	$3,834,187
4	ZS	Zscaler, Inc.	16,357	$2,308,790
5	PLTR	Palantir Technologies Inc. This page	13,715	$1,600,129
6	TWLO	Twilio Inc	5,926	$1,222,711
7	CRWD	CrowdStrike Holdings, Inc.	15,500	$739,291
8	SNPS	Synopsys Inc	1,329	$592,826

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,600,129	13,715	-9.1%	Shares	Sole	2026-07-20
2026-03-31	$2,205,902	15,080	+5.4%	Shares	Other	2026-04-21
2025-12-31	$2,543,957	14,312	+2.8%	Shares	Sole	2026-01-22
2025-09-30	$2,539,651	13,922	+6.2%	Shares	Sole	2025-10-23
2025-06-30	$1,787,427	13,112	+12.3%	Shares	Other	2025-07-23
2025-03-31	$985,707	11,679	-43.5%	Shares	Sole	2025-05-06
2024-12-31	$1,562,968	20,666	+23.0%	Shares	Sole	2025-01-31
2024-09-30	$624,922	16,799	+56.5%	Shares	Sole	2024-11-04
2024-06-30	$271,866	10,733	+14.7%	Shares	Sole	2024-07-19
2024-03-31	$215,373	9,360	+253.2%	Shares	Sole	2024-04-23
2023-12-31	$45,500	2,650	0.0%	Shares	Other	2024-01-23
2023-09-30	$42,400	2,650	+51.1%	Shares	Other	2023-11-02
2023-06-30	$26,888	1,754	-3.4%	Shares	Sole	2023-07-24
2023-03-31	$15,345	1,816	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.