Position in PLTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,176,150
-$326,877 QoQ
Shares Held
10,081
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,294
of 2,820 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. PLTR ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,615 | $19,999,467 | |
| 2 | ORCL |
Oracle Corp
|
20,362 | $2,984,051 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
9,836 | $1,876,561 | |
| 4 | PANW |
Palo Alto Networks Inc
|
5,065 | $1,727,266 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
10,081 | $1,176,150 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,963 | $762,416 | |
| 7 | NET |
Cloudflare, Inc.
|
1,845 | $452,541 | |
| 8 | SNPS |
Synopsys Inc
|
897 | $400,124 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,150 | 10,081 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,503,027 | 10,275 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,634,411 | 9,195 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,794,647 | 9,838 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,298,584 | 9,526 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $671,402 | 7,955 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $463,006 | 6,122 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||