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Equibles

SHP Wealth Management

Position in XYZ — Block, Inc.

CIK 1807060 PLYMOUTH, MA
Back to XYZ Full portfolio

Position in XYZ

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$168,720
+$39,514 QoQ
Shares Held
2,220
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#772
of 1,081 holders
Holding Since
Dec 2025
3 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, 2026

SHP Wealth Management holds $13,170,379 across 43 Software - Infrastructure names. XYZ ranks #8 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 22,265 $8,305,290
2 FTNT
Fortinet, Inc.
 9,451 $1,451,862
3 PLTR
Palantir Technologies Inc.
 7,796 $909,559
4 CRWD
CrowdStrike Holdings, Inc.
 4,116 $785,271
5 PANW
Palo Alto Networks Inc
 2,164 $737,967
6 ORCL
Oracle Corp
 2,298 $336,771
7 CRWV
CoreWeave, Inc.
 1,803 $179,470
8 XYZ
Block, Inc.
This page 		2,220 $168,720

All Filings in XYZ

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $168,720 2,220
2026-03-31 $129,206 2,147
2025-12-31 $77,847 1,196