Position in XYZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$307,648
-$110,376 QoQ
Shares Held
4,048
-37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#658
of 1,079 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $51,439,329 across 12 Software - Infrastructure names. XYZ ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
85,761 | $31,990,568 | |
| 2 | ORCL |
Oracle Corp
|
50,546 | $7,407,516 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
49,910 | $5,822,999 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,756 | $2,242,868 | |
| 5 | PANW |
Palo Alto Networks Inc
|
5,897 | $2,010,994 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,439 | $374,679 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,663 | $313,201 | |
| 8 | XYZ |
Block, Inc.
This page
|
4,048 | $307,648 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,648 | 4,048 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $418,024 | 6,482 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $559,665 | 6,617 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||