Position in PLTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$774,572
-$218,669 QoQ
Shares Held
6,639
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,512
of 2,820 holders
Holding Since
Sep 2021
17 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, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. PLTR ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,300 | $109,701 |
All Filings in PLTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,572 | 6,639 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $993,241 | 6,790 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $692,869 | 3,898 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $752,300 | 4,124 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $426,408 | 3,128 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $213,363 | 2,528 | Shares | Sole | 2025-04-21 | |
| 2024-03-31 | $289,304 | 12,573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $220,170 | 12,823 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $177,168 | 11,073 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $169,749 | 11,073 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $93,566 | 11,073 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,088 | 11,073 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $90,023 | 11,073 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $100,432 | 11,073 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $152,032 | 11,073 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $201,639 | 11,073 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $269,560 | 11,213 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||