Position in XYZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$276,412
+$57,538 QoQ
Shares Held
3,637
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#677
of 1,079 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $26,554,723 across 8 Software - Infrastructure names. XYZ ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,601 | $16,637,065 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
20,708 | $3,950,775 | |
| 3 | SNPS |
Synopsys Inc
|
6,149 | $2,742,884 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,041 | $1,171,483 | |
| 5 | ORCL |
Oracle Corp
|
6,639 | $972,945 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
28,665 | $564,127 | |
| 7 | XYZ |
Block, Inc.
This page
|
3,637 | $276,412 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,556 | $239,032 |
All Filings in XYZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,412 | 3,637 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $218,874 | 3,637 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $236,602 | 3,635 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $283,081 | 3,917 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $310,168 | 4,566 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $272,647 | 3,208 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||