Position in XYZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$317,984
-$6,446 QoQ
Shares Held
4,184
-22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#652
of 1,079 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Derivatives in XYZ
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$13,018
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $9,878,770 across 7 Software - Infrastructure names. XYZ ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,201 | $6,416,317 | |
| 2 | ORCL |
Oracle Corp
|
10,997 | $1,611,610 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,386 | $978,394 | |
| 4 | XYZ |
Block, Inc.
This page
|
4,184 | $317,984 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,052 | $288,657 | |
| 6 | PANW |
Palo Alto Networks Inc
|
593 | $202,224 | |
| 7 | PDYN |
Palladyne AI Corp.
|
10,458 | $63,584 |
All Filings in XYZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,984 | 4,184 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $324,430 | 5,391 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $370,882 | 5,698 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $13,018 | 200 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $567,680 | 7,855 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $547,176 | 8,055 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $453,329 | 8,344 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $708,816 | 8,340 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $552,144 | 8,225 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $540,555 | 8,382 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $645,260 | 7,629 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $581,362 | 7,516 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $332,613 | 7,515 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $528,099 | 7,933 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $542,540 | 7,903 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $501,651 | 7,983 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $515,751 | 9,379 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $356,468 | 5,800 | Call | Sole | 2022-07-19 | |
| 2022-06-30 | $564,878 | 9,191 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $474,600 | 3,500 | Put | Sole | 2022-04-18 | |
| 2022-03-31 | $1,091,173 | 8,047 | Shares | Sole | 2022-04-18 | |
| 2022-03-31 | $786,480 | 5,800 | Call | Sole | 2022-04-18 | |
| 2021-12-31 | $387,624 | 2,400 | Call | Sole | 2022-03-01 | |
| 2021-12-31 | $644,586 | 3,991 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||