Position in XYZ
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$14,820
+$8,441 QoQ
Shares Held
195
+84.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#905
of 1,079 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Financial Management LLC holds $1,398,306 across 44 Software - Infrastructure names. XYZ ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,782 | $1,037,741 | |
| 2 | PANW |
Palo Alto Networks Inc
|
197 | $67,180 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
357 | $41,651 | |
| 4 | ORCL |
Oracle Corp
|
279 | $40,887 | |
| 5 | NET |
Cloudflare, Inc.
|
119 | $29,188 | |
| 6 | FTNT |
Fortinet, Inc.
|
164 | $25,193 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
124 | $23,657 | |
| 8 | XYZ |
Block, Inc.
This page
|
195 | $14,820 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,820 | 195 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $6,379 | 106 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 | $3,254 | 50 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||