Kozak & Associates, Inc.

Position in PLTR — Palantir Technologies Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in PLTR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$33,250

-$8,439 QoQ

Shares Held

285

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,666

of 2,820 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kozak & Associates, Inc. holds $21,231,456 across 9 Software - Infrastructure names. PLTR ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,589	$19,989,768
2	ORCL	Oracle Corp	7,723	$1,131,805
3	PLTR	Palantir Technologies Inc. This page	285	$33,250
4	XYZ	Block, Inc.	285	$21,660
5	TWLO	Twilio Inc	100	$20,633
6	ZS	Zscaler, Inc.	112	$15,808
7	CRWD	CrowdStrike Holdings, Inc.	264	$12,591
8	AI	C3.ai, Inc.	350	$3,181

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,250	285	0.0%	Shares	Sole	2026-07-02
2026-03-31	$41,689	285	0.0%	Shares	Sole	2026-04-14
2025-12-31	$50,658	285	-9.5%	Shares	Sole	2026-01-12
2025-09-30	$57,462	315	-10.0%	Shares	Sole	2025-11-18
2025-06-30	$47,712	350	+40.0%	Shares	Sole	2025-07-10
2025-03-31	$21,100	250	0.0%	Shares	Sole	2025-04-15
2024-12-31	$18,907	250	+25.0%	Shares	Sole	2025-01-06
2024-09-30	$7,440	200	0.0%	Shares	Sole	2024-10-17
2024-06-30	$5,066	200	0.0%	Shares	Sole	2024-07-05
2024-03-31	$4,602	200	—	Shares	Sole	2024-05-17
2022-09-30	$0	0	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.