Position in XYZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$69,692
-$24,008 QoQ
Shares Held
917
-41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#140
of 227 holders
Holding Since
Dec 2021
19 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, 2026Center for Financial Planning, Inc. holds $10,809,065 across 18 Software - Infrastructure names. XYZ ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,365 | $9,834,672 | |
| 2 | ORCL |
Oracle Corp
|
1,428 | $209,273 | |
| 3 | SNPS |
Synopsys Inc
|
258 | $115,086 | |
| 4 | PANW |
Palo Alto Networks Inc
|
294 | $100,259 | |
| 5 | ARQQ |
Arqit Quantum Inc.
|
2,818 | $83,750 | |
| 6 | CRWV |
CoreWeave, Inc.
|
790 | $78,636 | |
| 7 | XYZ |
Block, Inc.
This page
|
917 | $69,692 | |
| 8 | XNDU |
Xanadu Quantum Technologies Ltd
|
4,550 | $55,100 |
All Filings in XYZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,692 | 917 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $93,700 | 1,557 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $110,653 | 1,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $122,859 | 1,700 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $110,861 | 1,632 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $44,278 | 815 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,224 | 85 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,706 | 85 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,481 | 85 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,189 | 85 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,574 | 85 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,762 | 85 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,658 | 85 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,835 | 85 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,341 | 85 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,674 | 85 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,302 | 70 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,492 | 70 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,460 | 40 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||