Position in XYZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,891,232
+$1,415,804 QoQ
Shares Held
103,832
-3.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#234
of 1,079 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $158,144,354 across 20 Software - Infrastructure names. XYZ ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,043 | $36,198,979 | |
| 2 | NTAP |
NetApp, Inc.
|
209,544 | $32,429,028 | |
| 3 | PANW |
Palo Alto Networks Inc
|
66,727 | $22,755,241 | |
| 4 | FTNT |
Fortinet, Inc.
|
97,816 | $15,026,493 | |
| 5 | CPAY |
Corpay, Inc.
|
38,824 | $12,938,874 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
59,464 | $11,344,838 | |
| 7 | XYZ |
Block, Inc.
This page
|
103,832 | $7,891,232 | |
| 8 | DOX |
Amdocs Ltd
|
87,700 | $4,432,357 |
All Filings in XYZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,891,232 | 103,832 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,475,428 | 107,601 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,752,503 | 57,651 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,033,966 | 41,981 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,890,080 | 42,545 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $2,393,562 | 44,056 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $1,336,103 | 20,718 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,383,982 | 16,363 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $922,862 | 11,931 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||