Position in XYZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$462,156
+$107,817 QoQ
Shares Held
6,081
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#580
of 1,079 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. XYZ ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
This page
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in XYZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,156 | 6,081 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $354,339 | 5,888 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $498,198 | 7,654 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $535,376 | 7,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $476,936 | 7,021 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $291,045 | 5,357 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $616,772 | 7,257 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $506,159 | 7,540 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $486,060 | 7,537 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $458,338 | 5,419 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $521,570 | 6,743 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $298,444 | 6,743 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $448,881 | 6,743 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $435,858 | 6,349 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $368,996 | 5,872 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $275,389 | 5,008 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $305,332 | 4,968 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $335,880 | 2,477 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $79,301 | 491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $110,566 | 461 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $112,391 | 461 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $99,902 | 440 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $101,202 | 465 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $71,522 | 440 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $20,988 | 200 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||