Regent Peak Wealth Advisors LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1803329
ATLANTA, GA
Position in PLTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$454,079
-$119,777 QoQ
Shares Held
3,892
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,883
of 2,821 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $12,831,806 across 6 Software - Infrastructure names. PLTR ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,225 | $10,528,489 | |
| 2 | ORCL |
Oracle Corp
|
7,717 | $1,130,926 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
3,892 | $454,079 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,080 | $368,301 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,306 | $200,627 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,132 | $149,384 |
All Filings in PLTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,079 | 3,892 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $573,856 | 3,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $674,205 | 3,793 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $643,212 | 3,526 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $355,746 | 4,215 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $324,679 | 4,293 | Shares | Sole | 2025-01-07 | |
| 2022-12-31 | $354,794 | 55,264 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $451,670 | 55,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,838 | 55,109 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||