Position in XYZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$223,364
+$223,187 QoQ
Shares Held
2,939
+73375.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#742
of 1,079 holders
Holding Since
Jun 2023
3 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, 2026Buck Wealth Strategies, LLC holds $21,752,021 across 18 Software - Infrastructure names. XYZ ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,801 | $18,576,769 | |
| 2 | FTNT |
Fortinet, Inc.
|
15,321 | $2,353,612 | |
| 3 | ORCL |
Oracle Corp
|
1,789 | $262,177 | |
| 4 | XYZ |
Block, Inc.
This page
|
2,939 | $223,364 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,406 | $164,038 | |
| 6 | PANW |
Palo Alto Networks Inc
|
239 | $81,503 | |
| 7 | SNPS |
Synopsys Inc
|
74 | $33,009 | |
| 8 | IOT |
Samsara Inc.
|
574 | $18,614 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,364 | 2,939 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $177 | 4 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $266 | 4 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||