Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,128
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,012
of 1,079 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $14,992,163 across 9 Software - Infrastructure names. XYZ ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,931 | $8,180,701 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
34,484 | $6,579,029 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
817 | $95,319 | |
| 4 | ORCL |
Oracle Corp
|
493 | $72,249 | |
| 5 | PANW |
Palo Alto Networks Inc
|
143 | $48,765 | |
| 6 | NET |
Cloudflare, Inc.
|
30 | $7,358 | |
| 7 | GTLB |
Gitlab Inc.
|
160 | $4,884 | |
| 8 | XYZ |
Block, Inc.
This page
|
28 | $2,128 |
All Filings in XYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,128 | 28 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||