Strategic Wealth Partners, Ltd.
Position in PLTR — Palantir Technologies Inc.
CIK 1720777
INDEPENDENCE, OH
Position in PLTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,321,756
-$21,522 QoQ
Shares Held
15,872
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$292,560
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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. PLTR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
113,597 | $42,050,201 | |
| 2 | ORCL |
Oracle Corp
|
114,381 | $16,826,588 | |
| 3 | CPAY |
Corpay, Inc.
|
12,603 | $3,667,346 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,027 | $3,050,408 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
15,872 | $2,321,756 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,331 | $129,908 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $103,516 | |
| 8 | NN |
Nextnav Inc.
|
2,353 | $37,695 |
All Filings in PLTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||