Position in XYZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,700
New position
Shares Held
75
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#967
of 1,079 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BIRCHBROOK, INC. holds $5,778,561 across 6 Software - Infrastructure names. XYZ ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,876 | $2,937,905 | |
| 2 | FTNT |
Fortinet, Inc.
|
8,161 | $1,253,692 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,611 | $1,231,423 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,284 | $347,419 | |
| 5 | XYZ |
Block, Inc.
This page
|
75 | $5,700 | |
| 6 | XNDU |
Xanadu Quantum Technologies Ltd
|
200 | $2,422 |
All Filings in XYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,700 | 75 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||