Position in XYZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,332
+$902 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#978
of 1,079 holders
Holding Since
Mar 2020
25 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, 2026Pflug Koory, LLC holds $8,717,649 across 7 Software - Infrastructure names. XYZ ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,958 | $6,325,673 | |
| 2 | ORCL |
Oracle Corp
|
15,206 | $2,228,439 | |
| 3 | VRSN |
Verisign Inc/Ca
|
616 | $154,960 | |
| 4 | XYZ |
Block, Inc.
This page
|
57 | $4,332 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
20 | $2,333 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $1,907 | |
| 7 | DAVA |
Endava plc
|
2 | $5 |
All Filings in XYZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,332 | 57 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,430 | 57 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,710 | 57 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,119 | 57 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,872 | 57 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,096 | 57 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,844 | 57 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,826 | 57 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $4,821 | 57 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,408 | 57 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,522 | 57 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,794 | 57 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,913 | 57 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4 | 57 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,134 | 57 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,503 | 57 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,729 | 57 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $25,357 | 157 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $37,654 | 157 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $38,276 | 157 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $35,646 | 157 | Shares | Sole | 2021-07-13 | |
| 2020-12-31 | $34,169 | 157 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $25,520 | 157 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $16,475 | 157 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $8,223 | 157 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||