Position in XYZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$435,100
+$128,122 QoQ
Shares Held
5,725
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#588
of 1,079 holders
Holding Since
Jun 2024
9 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, 2026ASHTON THOMAS SECURITIES, LLC holds $25,047,362 across 8 Software - Infrastructure names. XYZ ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,121 | $16,458,015 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,442 | $3,901,950 | |
| 3 | ORCL |
Oracle Corp
|
17,041 | $2,497,358 | |
| 4 | MDB |
MongoDB, Inc.
|
2,369 | $795,747 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,086 | $593,383 | |
| 6 | XYZ |
Block, Inc.
This page
|
5,725 | $435,100 | |
| 7 | OKTA |
Okta, Inc.
|
1,677 | $228,826 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,872 | $136,983 |
All Filings in XYZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,100 | 5,725 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $306,978 | 5,101 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $307,745 | 4,728 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $337,356 | 4,668 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $314,380 | 4,628 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $251,928 | 4,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $400,047 | 4,707 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $309,335 | 4,608 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $268,471 | 4,163 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||