DB Fitzpatrick & Co, Inc

Position in XYZ — Block, Inc.

CIK 1885767 BOISE, ID

Position in XYZ

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,936,100

+$381,952 QoQ

Shares Held

25,475

-1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.99%

of 13F equity value

Holder Rank

#390

of 1,079 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DB Fitzpatrick & Co, Inc holds $6,116,615 across 6 Software - Infrastructure names. XYZ ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYZ	Block, Inc. This page	25,475	$1,936,100
2	MSFT	Microsoft Corp	4,689	$1,749,090
3	PANW	Palo Alto Networks Inc	3,883	$1,324,180
4	SNPS	Synopsys Inc	2,475	$1,104,023
5	ORCL	Oracle Corp	12	$1,758
6	SAIL	SailPoint, Inc.	100	$1,464

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,936,100	25,475	-1.4%	Shares	Sole	2026-07-16
2026-03-31	$1,554,148	25,825	+39.2%	Shares	Sole	2026-04-27
2025-12-31	$1,207,484	18,551	-9.6%	Shares	Sole	2026-01-15
2025-09-30	$1,482,474	20,513	-3.3%	Shares	Sole	2025-10-14
2025-06-30	$1,440,387	21,204	+23.2%	Shares	Sole	2025-07-15
2025-03-31	$934,964	17,209	-10.2%	Shares	Sole	2025-04-21
2024-12-31	$1,629,003	19,167	+11.0%	Shares	Sole	2025-01-15
2024-09-30	$1,159,066	17,266	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,118,772	17,348	-0.5%	Shares	Sole	2024-07-17
2024-03-31	$1,475,328	17,443	-0.2%	Shares	Sole	2024-04-19
2023-12-31	$1,352,000	17,479	+0.1%	Shares	Sole	2024-01-24
2023-09-30	$772,602	17,456	+37.1%	Shares	Sole	2023-11-01
2023-06-30	$847,302	12,728	+14.2%	Shares	Sole	2023-08-09
2023-03-31	$765,104	11,145	+79.1%	Shares	Sole	2023-04-24
2022-12-31	$391,116	6,224	+64.7%	Shares	Sole	2023-01-25
2022-09-30	$207,752	3,778	-8.1%	Shares	Sole	2022-10-20
2022-06-30	$252,662	4,111	+77.5%	Shares	Sole	2022-07-28
2022-03-31	$314,049	2,316	+32.7%	Shares	Sole	2022-04-22
2021-12-31	$281,834	1,745	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.