Position in XYZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$957,068
+$359,301 QoQ
Shares Held
12,593
+26.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#475
of 1,080 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $4,434,868 across 8 Software - Infrastructure names. XYZ ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,349 | $1,995,283 | |
| 2 | XYZ |
Block, Inc.
This page
|
12,593 | $957,068 | |
| 3 | SNPS |
Synopsys Inc
|
1,980 | $883,218 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,083 | $369,324 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,220 | $201,278 | |
| 6 | IOT |
Samsara Inc.
|
630 | $20,430 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
300 | $5,904 | |
| 8 | AI |
C3.ai, Inc.
|
260 | $2,363 |
All Filings in XYZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,068 | 12,593 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $597,767 | 9,933 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $431,416 | 6,628 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $346,390 | 4,793 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $170,368 | 2,508 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $149,407 | 2,750 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $181,453 | 2,135 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $74,514 | 1,110 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||