Whalen Wealth Management Inc.

Position in SNPS — Synopsys Inc

CIK 1894447 LAS VEGAS, NV

Position in SNPS

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$493,617

+$82,612 QoQ

Shares Held

1,245

+42.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $9,026,433 across 6 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,357	$3,863,368
2	PANW	Palo Alto Networks Inc	4,717	$1,608,591
3	ORCL	Oracle Corp	8,942	$1,310,450
4	PLTR	Palantir Technologies Inc.	10,328	$1,204,967
5	TOST	Toast, Inc.	19,425	$540,403
6	NET	Cloudflare, Inc.	2,033	$498,654

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$493,617	1,245	+42.3%	Shares	Sole	2026-04-13
2025-12-31	$411,005	875	+36.7%	Shares	Sole	2026-01-20
2025-09-30	$315,769	640	+21.0%	Shares	Sole	2025-10-09
2025-06-30	$271,207	529	-41.5%	Shares	Sole	2025-08-04
2024-12-31	$439,250	905	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.