Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,652,194
+$5,568,376 QoQ
Shares Held
48,446
+8354.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#656
of 2,771 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $47,177,044 across 34 Software - Infrastructure names. PLTR ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,180 | $19,091,163 | |
| 2 | CPAY |
Corpay, Inc.
|
17,343 | $5,779,901 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
48,446 | $5,652,194 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,446 | $4,919,200 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
32,961 | $4,332,064 | |
| 6 | MDB |
MongoDB, Inc.
|
7,721 | $2,593,483 | |
| 7 | IOT |
Samsara Inc.
|
51,040 | $1,655,227 | |
| 8 | ORCL |
Oracle Corp
|
5,664 | $830,059 |
All Filings in PLTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,652,194 | 48,446 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,818 | 573 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,817,665 | 55,233 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,201,838 | 55,925 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,013,751 | 66,122 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,843,940 | 69,241 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,346,889 | 70,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,705,444 | 72,727 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,996,839 | 78,833 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,631,063 | 70,885 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,141,513 | 66,483 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $915,120 | 57,195 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $189,248 | 12,345 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $104,889 | 12,413 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $79,691 | 12,413 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $97,999 | 12,054 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $102,255 | 11,274 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $200,101 | 14,574 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $191,186 | 10,499 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $200,950 | 8,359 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $212,435 | 8,059 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||