Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,840
-$95,603 QoQ
Shares Held
340
-83.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#868
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $884,030 across 10 Software - Infrastructure names. XYZ ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,880 | $666,844 | |
| 2 | CRWV |
CoreWeave, Inc.
|
640 | $63,705 | |
| 3 | S |
SentinelOne, Inc.
|
2,000 | $33,940 | |
| 4 | XYZ |
Block, Inc.
This page
|
340 | $25,840 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $24,420 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
203 | $23,684 | |
| 7 | ORCL |
Oracle Corp
|
141 | $20,663 | |
| 8 | NET |
Cloudflare, Inc.
|
70 | $17,169 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,840 | 340 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $121,443 | 2,018 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,130 | 340 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,169 | 1,220 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,091 | 3,608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,435 | 597 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,739 | 597 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||