Position in XYZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$26,600
+$5,537 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#866
of 1,079 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $8,525,573 across 7 Software - Infrastructure names. XYZ ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,015 | $5,600,894 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,435 | $1,910,263 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,675 | $571,208 | |
| 4 | ORCL |
Oracle Corp
|
1,966 | $288,117 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,080 | $126,003 | |
| 6 | XYZ |
Block, Inc.
This page
|
350 | $26,600 | |
| 7 | CRWV |
CoreWeave, Inc.
|
25 | $2,488 |
All Filings in XYZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,600 | 350 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $21,063 | 350 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $22,781 | 350 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $25,294 | 350 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $23,775 | 350 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $19,015 | 350 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $38,245 | 450 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $30,208 | 450 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $29,020 | 450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,061 | 450 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $34,807 | 450 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||