Position in PLTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,538,367
+$245,166 QoQ
Shares Held
30,328
+34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#820
of 2,821 holders
Holding Since
Dec 2020
11 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. PLTR ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in PLTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,367 | 30,328 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,293,201 | 22,513 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,278,243 | 18,443 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,117,557 | 17,090 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,104,235 | 15,436 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $544,042 | 6,446 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $544,611 | 7,201 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $261,664 | 7,034 | Shares | Sole | 2024-10-21 | |
| 2022-03-31 | $138,467 | 10,085 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $435,779 | 18,711 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $29,673 | 1,260 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||