Position in XYZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$292,372
+$27,159 QoQ
Shares Held
3,847
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#667
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, 2026Grant Private Wealth Management Inc holds $14,650,678 across 9 Software - Infrastructure names. XYZ ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,075 | $6,742,336 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
27,462 | $3,203,991 | |
| 3 | NET |
Cloudflare, Inc.
|
5,622 | $1,378,964 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,996 | $1,362,715 | |
| 5 | ORCL |
Oracle Corp
|
6,262 | $917,696 | |
| 6 | SNPS |
Synopsys Inc
|
765 | $341,243 | |
| 7 | XYZ |
Block, Inc.
This page
|
3,847 | $292,372 | |
| 8 | DOX |
Amdocs Ltd
|
5,478 | $276,858 |
All Filings in XYZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,372 | 3,847 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $265,213 | 4,407 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $294,336 | 4,522 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $399,219 | 5,524 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $389,654 | 7,172 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $618,047 | 7,272 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||