FLC Capital Advisors

Position in XYZ — Block, Inc.

CIK 1713697 PALM DESERT, CA

Position in XYZ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$604,124

+$125,754 QoQ

Shares Held

7,949

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#545

of 1,079 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLC Capital Advisors holds $13,673,588 across 6 Software - Infrastructure names. XYZ ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,751	$8,113,558
2	PANW	Palo Alto Networks Inc	8,639	$2,946,071
3	FTNT	Fortinet, Inc.	10,305	$1,583,054
4	XYZ	Block, Inc. This page	7,949	$604,124
5	ORCL	Oracle Corp	2,424	$355,237
6	CRWD	CrowdStrike Holdings, Inc.	1,500	$71,544

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,124	7,949	0.0%	Shares	Sole	2026-07-20
2026-03-31	$478,370	7,949	0.0%	Shares	Sole	2026-05-04
2025-12-31	$517,400	7,949	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.