Position in XYZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$280,288
+$44,202 QoQ
Shares Held
3,688
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#54
of 124 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Grove Bank & Trust holds $18,028,832 across 21 Software - Infrastructure names. XYZ ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,203 | $13,877,462 | |
| 2 | ORCL |
Oracle Corp
|
20,158 | $2,954,154 | |
| 3 | XYZ |
Block, Inc.
This page
|
3,688 | $280,288 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,677 | $195,655 | |
| 5 | PANW |
Palo Alto Networks Inc
|
441 | $150,389 | |
| 6 | NET |
Cloudflare, Inc.
|
570 | $139,809 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
657 | $86,349 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
370 | $70,590 |
All Filings in XYZ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,288 | 3,688 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $236,086 | 3,923 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $194,944 | 2,995 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,746 | 38 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,958 | 73 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,966 | 73 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,229 | 38 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,550 | 38 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,450 | 38 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,214 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,939 | 38 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,189 | 298 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,182 | 183 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,180 | 192 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,065 | 192 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||