Position in XYZ
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$887,173
+$426,336 QoQ
Shares Held
14,742
+108.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $48,356,665 across 17 Software - Infrastructure names. XYZ ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,286 | $34,531,678 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
25,296 | $3,700,298 | |
| 3 | ORCL |
Oracle Corp
|
22,155 | $3,259,222 | |
| 4 | TWLO |
Twilio Inc
|
7,240 | $910,936 | |
| 5 | XYZ |
Block, Inc.
This page
|
14,742 | $887,173 | |
| 6 | PANW |
Palo Alto Networks Inc
|
5,277 | $846,008 | |
| 7 | FFIV |
F5, Inc.
|
2,126 | $615,115 | |
| 8 | SNPS |
Synopsys Inc
|
1,503 | $595,909 |
All Filings in XYZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $887,173 | 14,742 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $460,837 | 7,080 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $554,816 | 7,677 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $380,747 | 5,605 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $283,385 | 5,216 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $484,188 | 5,697 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $365,455 | 5,444 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $319,483 | 4,954 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $408,605 | 4,831 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $361,533 | 4,674 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $282,190 | 4,239 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $352,792 | 5,139 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $334,245 | 5,319 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,167,547 | 21,232 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $303,735 | 4,942 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $81,253,689 | 599,216 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $757,643 | 4,691 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,122,691 | 4,681 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,143,665 | 4,691 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,052,149 | 4,634 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,003,973 | 4,613 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||