Montis Financial, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1844314 WALTHAM, MA

Position in PLTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$357,243

+$130,802 QoQ

Shares Held

3,062

+97.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,042

of 2,820 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Montis Financial, LLC holds $5,032,268 across 5 Software - Infrastructure names. PLTR ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,621	$3,961,845
2	PLTR	Palantir Technologies Inc. This page	3,062	$357,243
3	FTNT	Fortinet, Inc.	1,792	$275,287
4	ORCL	Oracle Corp	1,529	$224,074
5	PANW	Palo Alto Networks Inc	627	$213,819

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,243	3,062	+97.8%	Shares	Sole	2026-08-06
2026-03-31	$226,441	1,548	+13.8%	Shares	Sole	2026-05-11
2025-12-31	$241,740	1,360	-44.4%	Shares	Sole	2026-02-11
2025-09-30	$446,016	2,445	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.