Position in XYZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$389,348
+$167,001 QoQ
Shares Held
5,123
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#613
of 1,079 holders
Holding Since
Dec 2025
2 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, 2026GWN SECURITIES INC. holds $10,417,765 across 9 Software - Infrastructure names. XYZ ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,729 | $6,240,251 | |
| 2 | ORCL |
Oracle Corp
|
5,839 | $855,705 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,343 | $740,037 | |
| 4 | ATEN |
A10 Networks, Inc.
|
16,202 | $605,306 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,514 | $516,304 | |
| 6 | APPN |
Appian Corp
|
17,557 | $402,055 | |
| 7 | XYZ |
Block, Inc.
This page
|
5,123 | $389,348 | |
| 8 | PRTH |
Priority Technology Holdings, Inc.
|
56,100 | $374,187 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,348 | 5,123 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $222,347 | 3,416 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||