Position in XYZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$203,300
-$10,024 QoQ
Shares Held
2,675
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#762
of 1,079 holders
Holding Since
Mar 2022
10 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, 2026Tempus Wealth Planning, LLC holds $12,630,599 across 7 Software - Infrastructure names. XYZ ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,552 | $8,039,327 | |
| 2 | ORCL |
Oracle Corp
|
15,652 | $2,293,800 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,262 | $1,197,267 | |
| 4 | TENB |
Tenable Holdings, Inc.
|
12,940 | $477,227 | |
| 5 | ZS |
Zscaler, Inc.
|
2,411 | $340,312 | |
| 6 | XYZ |
Block, Inc.
This page
|
2,675 | $203,300 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,664 | $79,366 |
All Filings in XYZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,300 | 2,675 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $213,324 | 2,510 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $340,281 | 5,069 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $348,439 | 5,403 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $434,741 | 5,140 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $403,148 | 5,212 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $260,621 | 3,915 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $236,773 | 3,449 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $286,299 | 4,556 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $425,512 | 3,138 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||