Position in XYZ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$251,552
+$45,217 QoQ
Shares Held
4,180
+31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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 Mar 31, 2026Kathmere Capital Management, LLC holds $51,094,457 across 11 Software - Infrastructure names. XYZ ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVX |
Avax One Technology Ltd.
|
4,240,274 | $30,428,206 | |
| 2 | MSFT |
Microsoft Corp
|
43,483 | $16,096,102 | |
| 3 | ORCL |
Oracle Corp
|
9,475 | $1,393,867 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,029 | $1,028,202 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,816 | $611,781 | |
| 6 | TWLO |
Twilio Inc
|
3,822 | $480,884 | |
| 7 | VRSN |
Verisign Inc/Ca
|
1,499 | $372,291 | |
| 8 | XYZ |
Block, Inc.
This page
|
4,180 | $251,552 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,552 | 4,180 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $206,335 | 3,170 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $229,818 | 3,180 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $210,311 | 3,096 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $252,165 | 2,967 | Shares | Sole | 2025-01-14 | |
| 2024-03-31 | $249,426 | 2,949 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $228,105 | 2,949 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||