Position in XYZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,664
+$1,804 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#937
of 1,081 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $1,526,636 across 13 Software - Infrastructure names. XYZ ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,224 | $1,202,616 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,882 | $219,572 | |
| 3 | ORCL |
Oracle Corp
|
395 | $57,887 | |
| 4 | DBX |
Dropbox, Inc.
|
1,000 | $27,470 | |
| 5 | XYZ |
Block, Inc.
This page
|
114 | $8,664 | |
| 6 | TOST |
Toast, Inc.
|
135 | $3,755 | |
| 7 | APPN |
Appian Corp
|
100 | $2,290 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
25 | $1,216 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,664 | 114 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,860 | 114 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,420 | 114 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,238 | 114 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,744 | 114 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,193 | 114 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,513 | 159 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||