Position in XYZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$494,912
New position
Shares Held
6,512
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#571
of 1,079 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Rothschild Wealth LLC holds $17,990,853 across 21 Software - Infrastructure names. XYZ ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,987 | $9,320,650 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,614 | $1,232,446 | |
| 3 | ORCL |
Oracle Corp
|
8,046 | $1,179,141 | |
| 4 | FTNT |
Fortinet, Inc.
|
5,445 | $836,460 | |
| 5 | SNPS |
Synopsys Inc
|
1,488 | $663,752 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $564,723 | |
| 7 | XYZ |
Block, Inc.
This page
|
6,512 | $494,912 | |
| 8 | NET |
Cloudflare, Inc.
|
1,961 | $480,994 |
All Filings in XYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,912 | 6,512 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||