Bernard Wealth Management Corp.
Position in PLTR — Palantir Technologies Inc.
CIK 2056313
ROYAL OAK, MI
Position in PLTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$305,725
-$83,547 QoQ
Shares Held
2,090
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $11,878,978 across 9 Software - Infrastructure names. PLTR ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,814 | $7,334,548 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,643 | $2,026,925 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,096 | $1,961,419 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
2,090 | $305,725 | |
| 5 | ORCL |
Oracle Corp
|
983 | $144,609 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
409 | $58,425 | |
| 7 | VRSN |
Verisign Inc/Ca
|
100 | $24,836 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
1,500 | $22,440 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,725 | 2,090 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,272 | 2,190 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $399,499 | 2,190 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $365,337 | 2,680 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $226,192 | 2,680 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $201,932 | 2,670 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||