Position in XYZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,352
+$6,626 QoQ
Shares Held
202
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#896
of 1,079 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $2,576,284 across 15 Software - Infrastructure names. XYZ ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,129 | $1,913,219 | |
| 2 | ORCL |
Oracle Corp
|
1,732 | $253,824 | |
| 3 | PANW |
Palo Alto Networks Inc
|
374 | $127,541 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
613 | $71,518 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,408 | $67,156 | |
| 6 | OKTA |
Okta, Inc.
|
366 | $49,940 | |
| 7 | FTNT |
Fortinet, Inc.
|
106 | $16,283 | |
| 8 | XYZ |
Block, Inc.
This page
|
202 | $15,352 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,352 | 202 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,726 | 145 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,183 | 95 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||