Position in XYZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$278,920
+$13,105 QoQ
Shares Held
3,670
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#80
of 182 holders
Holding Since
Mar 2020
26 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, 2026Realta Investment Advisors holds $17,146,974 across 7 Software - Infrastructure names. XYZ ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
45,703 | $5,332,169 | |
| 2 | MSFT |
Microsoft Corp
|
13,954 | $5,205,121 | |
| 3 | NET |
Cloudflare, Inc.
|
14,885 | $3,650,992 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,983 | $1,332,251 | |
| 5 | ORCL |
Oracle Corp
|
6,354 | $931,178 | |
| 6 | BKKT |
Bakkt, Inc.
|
53,309 | $416,343 | |
| 7 | XYZ |
Block, Inc.
This page
|
3,670 | $278,920 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,920 | 3,670 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $265,815 | 4,417 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $297,070 | 4,564 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $374,719 | 5,185 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $380,951 | 5,608 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $350,428 | 6,450 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $587,875 | 6,917 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $614,306 | 9,151 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $667,213 | 10,346 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,070,951 | 12,662 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,361,824 | 17,606 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $660,182 | 14,916 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,006,272 | 15,116 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,032,221 | 15,036 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,032,021 | 16,423 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $936,919 | 17,038 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,036,461 | 16,864 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,671,591 | 19,702 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $3,590,851 | 22,233 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,144,593 | 29,789 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $7,016,564 | 28,780 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,689,347 | 29,462 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,046,692 | 27,783 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $482,773 | 2,970 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $372,746 | 3,552 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $228,062 | 4,354 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||