Position in XYZ
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,776
+$1,203 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#966
of 1,079 holders
Holding Since
Mar 2026
2 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, 2026Leo H. Evart, Inc. holds $2,870,901 across 9 Software - Infrastructure names. XYZ ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
14,055 | $2,059,760 | |
| 2 | MSFT |
Microsoft Corp
|
1,376 | $513,275 | |
| 3 | IOT |
Samsara Inc.
|
7,669 | $248,705 | |
| 4 | SNPS |
Synopsys Inc
|
50 | $22,303 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
128 | $14,933 | |
| 6 | XYZ |
Block, Inc.
This page
|
76 | $5,776 | |
| 7 | PANW |
Palo Alto Networks Inc
|
14 | $4,774 | |
| 8 | GEN |
Gen Digital Inc.
|
33 | $821 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,776 | 76 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,573 | 76 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||