Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$412,072
+$158,173 QoQ
Shares Held
5,422
+28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#600
of 1,079 holders
Holding Since
Mar 2024
7 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, 2026Prosperity Consulting Group, LLC holds $36,260,528 across 10 Software - Infrastructure names. XYZ ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,719 | $28,617,721 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,036 | $1,717,376 | |
| 3 | ORCL |
Oracle Corp
|
10,025 | $1,469,163 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,387 | $1,211,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,960 | $946,293 | |
| 6 | MDB |
MongoDB, Inc.
|
2,154 | $723,528 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,907 | $600,193 | |
| 8 | XYZ |
Block, Inc.
This page
|
5,422 | $412,072 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,072 | 5,422 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $253,899 | 4,219 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,128 | 3,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,002 | 3,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $240,811 | 3,545 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $212,593 | 3,913 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $338,573 | 4,003 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||