Michael J. Porro & Co. Financial Advisors, Inc. PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in Michael J. Porro & Co. Financial Advisors, Inc.  ·  1 quarter on record

AI Ownership Summary

Michael J. Porro & Co. Financial Advisors, Inc. reported PALANTIR TECHNOLOGIES INC (PLTR) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 1.92% in 2026 Q3. The latest visible filing shows PLTR at 1.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Michael J. Porro & Co. Financial Advisors, Inc.'s position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PLTR was reported at 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLTR stock page Michael J. Porro & Co. Financial Advisors, Inc. fund profile Michael J. Porro & Co. Financial Advisors, Inc. full holdings
How Michael J. Porro & Co. Financial Advisors, Inc. held PLTR — position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 12,908 — — 1.92% $2.3M 2026-10-08 $198.78

🏢 Other funds also holding PLTR

As of 2026 Q3 — sorted by position size

Defender Capital, LLC. 3Y 7Y 18.74% BURR FINANCIAL SERVICES, LLC 7.63% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 4.58% ATWOOD & PALMER INC 3Y 7Y 4.11% Westwind Capital 3Y 7Y 2.79% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 2.27% Kessler Investment Group, LLC 3Y 7Y 2.0% CapWealth Advisors, LLC 3Y 7Y 1.94% Wisconsin Wealth Advisors, LLC 1.74% Meadowbrook Wealth Management, LLC 1.68%

FAQ About Michael J. Porro & Co. Financial Advisors, Inc. and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Michael J. Porro & Co. Financial Advisors, Inc. reported owning PLTR?

Michael J. Porro & Co. Financial Advisors, Inc. reported PLTR across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported PLTR position in Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PLTR was 1.92% in 2026 Q3.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q3, when Michael J. Porro & Co. Financial Advisors, Inc. reported 12,908 shares, equal to 1.92% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PLTR ownership page compare?

The chart compares Michael J. Porro & Co. Financial Advisors, Inc.'s quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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