Position in XYZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$46,132
+$9,603 QoQ
Shares Held
607
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#836
of 1,072 holders
Holding Since
Mar 2020
20 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, 2026Darwin Wealth Management, LLC holds $6,068,009 across 15 Software - Infrastructure names. XYZ ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,781 | $5,886,628 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
536 | $62,535 | |
| 3 | XYZ |
Block, Inc.
This page
|
607 | $46,132 | |
| 4 | PANW |
Palo Alto Networks Inc
|
124 | $42,286 | |
| 5 | ORCL |
Oracle Corp
|
88 | $12,896 | |
| 6 | MDB |
MongoDB, Inc.
|
19 | $6,382 | |
| 7 | SNPS |
Synopsys Inc
|
9 | $4,014 | |
| 8 | TDC |
Teradata Corp /De/
|
74 | $2,564 |
All Filings in XYZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,132 | 607 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,529 | 607 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $41,136 | 632 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $45,674 | 632 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $42,931 | 632 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,107 | 683 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $58,048 | 683 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $74,447 | 1,109 | Shares | Sole | 2024-11-08 | |
| 2022-12-31 | $436,486 | 6,946 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $420,618 | 7,649 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $473,733 | 7,708 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,126,022 | 8,304 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,413,535 | 8,752 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,248,739 | 9,376 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,398,748 | 9,839 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,294,567 | 10,106 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,291,749 | 10,530 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,902,182 | 30,158 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,825,431 | 17,395 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,082,065 | 20,658 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||