Position in XYZ
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$129,206
+$51,359 QoQ
Shares Held
2,147
+79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SHP Wealth Management holds $11,988,897 across 44 Software - Infrastructure names. XYZ ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,395 | $8,660,127 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,830 | $1,145,372 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,224 | $835,505 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,036 | $404,464 | |
| 5 | ORCL |
Oracle Corp
|
2,152 | $316,580 | |
| 6 | PANW |
Palo Alto Networks Inc
|
961 | $154,067 | |
| 7 | XYZ |
Block, Inc.
This page
|
2,147 | $129,206 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,553 | $120,310 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,206 | 2,147 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $77,847 | 1,196 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||