Position in XYZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$836
-$33,752 QoQ
Shares Held
11
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,048
of 1,079 holders
Holding Since
Mar 2020
4 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, 2026MOTCO holds $57,037,498 across 18 Software - Infrastructure names. XYZ ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,975 | $31,324,354 | |
| 2 | PANW |
Palo Alto Networks Inc
|
72,779 | $24,819,094 | |
| 3 | ORCL |
Oracle Corp
|
5,731 | $839,878 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
342 | $39,901 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24 | $4,578 | |
| 6 | SNPS |
Synopsys Inc
|
6 | $2,676 | |
| 7 | FTNT |
Fortinet, Inc.
|
14 | $2,150 | |
| 8 | XYZ |
Block, Inc.
This page
|
11 | $836 |
All Filings in XYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836 | 11 | Shares | Sole | 2026-07-31 | |
| 2022-09-30 | $34,588 | 629 | Shares | Sole | 2022-11-03 | |
| 2020-06-30 | $3,148 | 30 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,988,775 | 95,242 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||