WILLNER & HELLER, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1927796 ENCINO, CA

Position in PLTR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,347,888

-$321,166 QoQ

Shares Held

11,553

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,208

of 2,821 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $7,232,812 across 5 Software - Infrastructure names. PLTR ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,813	$3,660,445
2	FTNT	Fortinet, Inc.	9,940	$1,526,982
3	PLTR	Palantir Technologies Inc. This page	11,553	$1,347,888
4	ORCL	Oracle Corp	2,670	$391,288
5	CRWD	CrowdStrike Holdings, Inc.	6,420	$306,209

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,347,888	11,553	+1.3%	Shares	Sole	2026-07-07
2026-03-31	$1,669,054	11,410	+14.0%	Shares	Sole	2026-04-17
2025-12-31	$1,778,388	10,005	+12.5%	Shares	Sole	2026-01-12
2025-09-30	$1,621,713	8,890	-0.7%	Shares	Sole	2025-10-16
2025-06-30	$1,220,881	8,956	+50.9%	Shares	Sole	2025-07-22
2025-03-31	$500,998	5,936	+6.2%	Shares	Sole	2025-05-05
2024-12-31	$422,847	5,591	-3.2%	Shares	Sole	2025-01-16
2024-09-30	$214,867	5,776	—	Shares	Sole	2024-10-10
No filing history on record for this holder in this stock.