Position in XYZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$76,000
+$67,036 QoQ
Shares Held
1,000
+506.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#806
of 1,073 holders
Holding Since
Jun 2022
7 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 Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. XYZ ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
This page
|
1,000 | $76,000 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,000 | 1,000 | Shares | Sole | 2026-08-04 | |
| 2025-03-31 | $8,964 | 165 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,023 | 165 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,076 | 165 | Shares | Sole | 2024-11-06 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,773 | 105 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,146 | 100 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||