Position in XYZ
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$12,008
+$2,681 QoQ
Shares Held
158
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#917
of 1,079 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PIN OAK INVESTMENT ADVISORS INC holds $4,266,354 across 10 Software - Infrastructure names. XYZ ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
16,762 | $1,955,622 | |
| 2 | MSFT |
Microsoft Corp
|
5,223 | $1,948,283 | |
| 3 | ORCL |
Oracle Corp
|
1,779 | $260,712 | |
| 4 | PANW |
Palo Alto Networks Inc
|
137 | $46,719 | |
| 5 | SNPS |
Synopsys Inc
|
87 | $38,808 | |
| 6 | XYZ |
Block, Inc.
This page
|
158 | $12,008 | |
| 7 | FLYW |
Flywire Corp
|
239 | $4,199 | |
| 8 | TWLO |
Twilio Inc
|
3 | $1 |
All Filings in XYZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,008 | 158 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,327 | 155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9 | 155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,201 | 155 | Shares | Sole | 2025-11-17 | |
| 2020-12-31 | $12,187 | 56 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||