Position in PLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,117,305
-$815,871 QoQ
Shares Held
26,719
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#162
of 867 holders
Holding Since
Sep 2022
16 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, 2026CAPITAL ADVISORS INC/OK holds $295,016,665 across 8 Software - Infrastructure names. PLTR ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
495,061 | $184,667,654 | |
| 2 | PANW |
Palo Alto Networks Inc
|
297,911 | $101,593,609 | |
| 3 | ORCL |
Oracle Corp
|
29,261 | $4,288,199 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
26,719 | $3,117,305 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,709 | $707,621 | |
| 6 | NET |
Cloudflare, Inc.
|
1,607 | $394,164 | |
| 7 | SNPS |
Synopsys Inc
|
480 | $214,113 | |
| 8 | CSAI |
Cloudastructure, Inc.
|
100,000 | $34,000 |
All Filings in PLTR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,117,305 | 26,719 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,933,176 | 26,888 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,707,687 | 20,859 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,656,973 | 20,047 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,318,437 | 24,343 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,105,020 | 24,941 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,680,422 | 22,219 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $631,842 | 16,985 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $371,287 | 14,658 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $321,173 | 13,958 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $225,493 | 13,133 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $201,600 | 12,600 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $203,889 | 13,300 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $93,795 | 11,100 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $113,634 | 17,700 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $143,088 | 17,600 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||