Position in XYZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,368
+$285 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,033
of 1,079 holders
Holding Since
Sep 2025
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, 2026WestEnd Advisors, LLC holds $36,678,072 across 15 Software - Infrastructure names. XYZ ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
98,269 | $36,656,302 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15 | $5,115 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
38 | $4,433 | |
| 4 | ORCL |
Oracle Corp
|
28 | $4,103 | |
| 5 | FTNT |
Fortinet, Inc.
|
11 | $1,689 | |
| 6 | XYZ |
Block, Inc.
This page
|
18 | $1,368 | |
| 7 | SNPS |
Synopsys Inc
|
3 | $1,338 | |
| 8 | CPAY |
Corpay, Inc.
|
3 | $999 |
All Filings in XYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368 | 18 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,083 | 18 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,171 | 18 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $867 | 12 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||