Position in XYZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,484
+$10,425 QoQ
Shares Held
309
+42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#873
of 1,079 holders
Holding Since
Sep 2022
4 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, 2026Joseph Group Capital Management holds $7,532,656 across 9 Software - Infrastructure names. XYZ ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,040 | $7,102,300 | |
| 2 | PANW |
Palo Alto Networks Inc
|
333 | $113,559 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
424 | $80,892 | |
| 4 | ORCL |
Oracle Corp
|
492 | $72,102 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
509 | $59,385 | |
| 6 | FTNT |
Fortinet, Inc.
|
330 | $50,694 | |
| 7 | SNPS |
Synopsys Inc
|
56 | $24,979 | |
| 8 | XYZ |
Block, Inc.
This page
|
309 | $23,484 |
All Filings in XYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,484 | 309 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,059 | 217 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,142 | 79 | Shares | Sole | 2026-01-30 | |
| 2022-09-30 | $14,572 | 265 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||