Position in XYZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$242,060
New position
Shares Held
3,185
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#709
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, 2026Pitcairn Wealth Advisors LLC holds $9,533,697 across 7 Software - Infrastructure names. XYZ ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,738 | $5,497,568 | |
| 2 | ORCL |
Oracle Corp
|
8,328 | $1,220,468 | |
| 3 | SNPS |
Synopsys Inc
|
2,201 | $981,800 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,466 | $840,955 | |
| 5 | IOT |
Samsara Inc.
|
13,058 | $423,470 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,806 | $327,376 | |
| 7 | XYZ |
Block, Inc.
This page
|
3,185 | $242,060 |
All Filings in XYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,060 | 3,185 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||