Position in XYZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,906,792
+$2,211,220 QoQ
Shares Held
196,142
-7.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#156
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, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. XYZ ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
This page
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,906,792 | 196,142 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,695,572 | 210,960 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,903,856 | 136,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,692,635 | 37,258 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,354,589 | 34,662 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,370,256 | 25,221 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $587,365 | 6,911 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $238,982 | 3,560 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $371,462 | 5,760 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $556,367 | 6,578 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $449,171 | 5,807 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $204,613 | 4,623 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $435,034 | 6,535 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $406,270 | 5,918 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $584,223 | 9,297 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $525,429 | 9,555 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $537,652 | 8,748 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $596,640 | 4,400 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $704,668 | 4,363 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,000,745 | 8,342 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,916,511 | 7,861 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,793,695 | 7,900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,568,531 | 7,207 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $991,717 | 6,101 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $832,384 | 7,932 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $578,275 | 11,040 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||