Position in XYZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$218,880
+$43,456 QoQ
Shares Held
2,880
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#743
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $40,909,180 across 22 Software - Infrastructure names. XYZ ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,724 | $34,960,926 | |
| 2 | ORCL |
Oracle Corp
|
11,689 | $1,713,022 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,488 | $1,597,252 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,712 | $924,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,881 | $686,136 | |
| 6 | XYZ |
Block, Inc.
This page
|
2,880 | $218,880 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
5,296 | $135,524 | |
| 8 | NET |
Cloudflare, Inc.
|
530 | $129,998 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,880 | 2,880 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $175,424 | 2,915 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $210,891 | 3,240 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $241,526 | 3,342 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $254,058 | 3,740 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $256,980 | 4,730 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $402,427 | 4,735 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $242,339 | 3,610 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $233,066 | 3,614 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $305,333 | 3,610 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $294,703 | 3,810 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $170,887 | 3,861 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $257,026 | 3,861 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $337,140 | 4,911 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $327,836 | 5,217 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $297,880 | 5,417 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $378,347 | 6,156 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $922,893 | 6,806 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,275,029 | 14,086 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,673,629 | 15,317 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,636,764 | 14,917 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,056,702 | 17,867 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,938,195 | 18,095 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,212,800 | 19,765 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,358,001 | 22,470 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,428,402 | 27,270 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||