Cassaday & Co Wealth Management LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1963612 MCLEAN, VA

Position in PLTR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,735,874

-$728,651 QoQ

Shares Held

18,703

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Cassaday & Co Wealth Management LLC holds $33,759,413 across 31 Software - Infrastructure names. PLTR ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	70,338	$26,037,017
2	PLTR	Palantir Technologies Inc. This page	18,703	$2,735,874
3	ORCL	Oracle Corp	15,498	$2,279,910
4	PANW	Palo Alto Networks Inc	6,531	$1,047,049
5	TLS	Telos Corp	126,223	$528,874
6	FTNT	Fortinet, Inc.	5,270	$430,664
7	CHKP	Check Point Software Technologies Ltd	1,632	$233,131
8	CRWD	CrowdStrike Holdings, Inc.	1,357	$132,446

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,735,874	18,703	-4.0%	Shares	Sole	2026-05-07
2025-12-31	$3,464,525	19,491	+1.4%	Shares	Sole	2026-02-03
2025-09-30	$3,507,754	19,229	+31.9%	Shares	Sole	2025-11-07
2025-06-30	$1,986,864	14,575	+16.7%	Shares	Sole	2025-08-05
2025-03-31	$1,053,734	12,485	+1.6%	Shares	Sole	2025-05-05
2024-12-31	$929,265	12,287	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$460,610	12,382	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$312,724	12,346	+14.2%	Shares	Sole	2024-07-30
2024-03-31	$248,738	10,810	+8.0%	Shares	Sole	2024-05-08
2023-12-31	$171,871	10,010	0.0%	Shares	Sole	2024-02-14
2023-09-30	$160,160	10,010	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.