Position in XYZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,600
+$1,582 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#943
of 1,079 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Advocate Investing Services LLC holds $2,047,341 across 8 Software - Infrastructure names. XYZ ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,520 | $1,686,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,520 | $177,338 | |
| 3 | ORCL |
Oracle Corp
|
483 | $70,783 | |
| 4 | RBRK |
Rubrik, Inc.
|
600 | $48,168 | |
| 5 | BB |
BLACKBERRY Ltd
|
2,500 | $31,625 | |
| 6 | CRWV |
CoreWeave, Inc.
|
250 | $24,885 | |
| 7 | XYZ |
Block, Inc.
This page
|
100 | $7,600 | |
| 8 | SNPS |
Synopsys Inc
|
2 | $892 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,600 | 100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,018 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,059 | 216 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||