Position in XYZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,116
+$1,311 QoQ
Shares Held
41
+36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#995
of 1,079 holders
Holding Since
Mar 2026
2 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, 2026Mascoma Wealth Management LLC holds $3,005,228 across 11 Software - Infrastructure names. XYZ ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,688 | $2,867,777 | |
| 2 | ORCL |
Oracle Corp
|
654 | $95,843 | |
| 3 | PANW |
Palo Alto Networks Inc
|
70 | $23,871 | |
| 4 | MDB |
MongoDB, Inc.
|
15 | $5,038 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
76 | $3,624 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
27 | $3,150 | |
| 7 | XYZ |
Block, Inc.
This page
|
41 | $3,116 | |
| 8 | RBRK |
Rubrik, Inc.
|
12 | $963 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,116 | 41 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,805 | 30 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||