Position in PLTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$508,214
-$115,377 QoQ
Shares Held
4,356
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,791
of 2,816 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$177,750
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Berger Financial Group, Inc holds $50,144,693 across 8 Software - Infrastructure names. PLTR ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,384 | $14,317,999 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,912 | $13,719,730 | |
| 3 | FFIV |
F5, Inc.
|
22,293 | $9,272,996 | |
| 4 | NTAP |
NetApp, Inc.
|
33,808 | $5,232,126 | |
| 5 | FTNT |
Fortinet, Inc.
|
23,599 | $3,625,278 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,247 | $2,471,371 | |
| 7 | ORCL |
Oracle Corp
|
6,803 | $996,979 | |
| 8 | PLTR |
Palantir Technologies Inc.
This page
|
4,356 | $508,214 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,214 | 4,356 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $623,591 | 4,263 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $717,043 | 4,034 | Shares | Sole | 2026-01-27 | |
| 2025-12-31 | $177,750 | 1,000 | Call | Sole | 2026-01-27 | |
| 2025-09-30 | $713,262 | 3,910 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $456,399 | 3,348 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $359,206 | 4,256 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $282,024 | 3,729 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||