Position in PLTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$588,833
-$42,218 QoQ
Shares Held
5,047
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#391
of 773 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. PLTR ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,200 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,833 | 5,047 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $631,051 | 4,314 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $790,098 | 4,445 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $829,098 | 4,545 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $755,894 | 5,545 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $531,551 | 6,298 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $390,477 | 5,163 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $173,761 | 4,671 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $112,515 | 4,442 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $102,210 | 4,442 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $93,439 | 5,442 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $71,072 | 4,442 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $68,095 | 4,442 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,568 | 4,446 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,771 | 276 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,243 | 276 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,503 | 276 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,789 | 276 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,025 | 276 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,635 | 276 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,169 | 272 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,334 | 272 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,405 | 272 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||