Strategic Wealth Partners, Ltd.
Position in PLTR — Palantir Technologies Inc.
CIK 1720777
INDEPENDENCE, OH
Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,927,621
-$394,135 QoQ
Shares Held
16,522
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,037
of 2,821 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$233,340
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. PLTR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
122,138 | $45,559,916 | |
| 2 | ORCL |
Oracle Corp
|
135,920 | $19,919,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,826 | $4,373,922 | |
| 4 | CPAY |
Corpay, Inc.
|
12,483 | $4,160,209 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
16,522 | $1,927,621 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,140 | $980,634 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $156,462 | |
| 8 | TWLO |
Twilio Inc
|
225 | $46,424 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,340 | 2,000 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $1,927,621 | 16,522 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,321,756 | 15,872 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $292,560 | 2,000 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $2,343,278 | 13,183 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,216,950 | 12,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,168 | 2,400 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $3,258,593 | 23,904 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $75,630 | 1,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $1,518,272 | 20,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $728,376 | 19,580 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $476,406 | 18,808 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $451,318 | 19,614 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $174,842 | 10,183 | Shares | Sole | 2024-05-20 | |
| 2021-12-31 | $2,661,391 | 146,150 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||