Position in XYZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,480,668
+$36,321 QoQ
Shares Held
24,604
+10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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 Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $74,466,789 across 67 Software - Infrastructure names. XYZ ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
122,043 | $45,176,657 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
74,916 | $10,958,712 | |
| 3 | ORCL |
Oracle Corp
|
40,015 | $5,886,606 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,335 | $4,425,297 | |
| 5 | XYZ |
Block, Inc.
This page
|
24,604 | $1,480,668 | |
| 6 | PANW |
Palo Alto Networks Inc
|
8,525 | $1,366,728 | |
| 7 | NET |
Cloudflare, Inc.
|
4,726 | $975,162 | |
| 8 | FTNT |
Fortinet, Inc.
|
10,499 | $857,978 |
All Filings in XYZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,480,668 | 24,604 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,444,347 | 22,190 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,670,954 | 23,121 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,547,309 | 22,778 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,331,030 | 24,499 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,107,667 | 24,799 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,682,613 | 25,065 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,631,339 | 25,296 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,283,406 | 26,997 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,498,733 | 19,376 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $703,689 | 15,899 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,065,652 | 16,008 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,242,702 | 18,102 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,172,971 | 18,666 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,079,068 | 19,623 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,206,029 | 19,623 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,809,627 | 17,396 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $6,273,734 | 26,158 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,198,615 | 25,425 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,572,942 | 24,545 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||