Position in XYZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$76,532
+$16,352 QoQ
Shares Held
1,007
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#809
of 1,079 holders
Holding Since
Dec 2021
10 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, 2026Morton Brown Family Wealth, LLC holds $1,811,090 across 10 Software - Infrastructure names. XYZ ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,530 | $1,689,780 | |
| 2 | XYZ |
Block, Inc.
This page
|
1,007 | $76,532 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
250 | $29,167 | |
| 4 | PANW |
Palo Alto Networks Inc
|
22 | $7,502 | |
| 5 | TOST |
Toast, Inc.
|
150 | $4,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
10 | $1,536 | |
| 7 | ORCL |
Oracle Corp
|
6 | $879 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12 | $572 |
All Filings in XYZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,532 | 1,007 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $60,180 | 1,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $65,090 | 1,000 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $84,990 | 1,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $67,130 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $84,580 | 1,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $77,350 | 1,000 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $823 | 12 | Shares | Sole | 2023-04-26 | |
| 2022-03-31 | $135,600 | 1,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $161,510 | 1,000 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||