Position in MSFT
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$111,490,082
+$330,993 QoQ
Shares Held
298,885
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#696
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $170,820,769 across 8 Software - Infrastructure names. MSFT ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
298,885 | $111,490,082 | |
| 2 | ORCL |
Oracle Corp
|
234,843 | $34,416,241 | |
| 3 | CPAY |
Corpay, Inc.
|
49,596 | $16,528,858 | |
| 4 | AKAM |
Akamai Technologies Inc
|
55,894 | $6,607,229 | |
| 5 | NTAP |
NetApp, Inc.
|
5,120 | $792,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,444 | $466,278 | |
| 7 | PANW |
Palo Alto Networks Inc
|
819 | $279,295 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,565 | $240,415 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,490,082 | 298,885 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $111,159,089 | 300,292 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $146,581,352 | 303,092 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $159,451,942 | 307,852 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $152,542,713 | 306,674 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $115,069,046 | 306,532 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $127,275,297 | 301,958 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $132,180,844 | 307,183 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $138,525,448 | 309,935 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $131,339,527 | 312,178 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $122,782,323 | 326,514 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $103,613,362 | 328,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $113,025,907 | 331,902 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $97,381,109 | 337,777 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $78,341,519 | 326,668 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $78,677,579 | 337,817 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $87,753,931 | 341,681 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $105,005,453 | 340,584 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $115,730,738 | 344,109 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $99,039,623 | 351,304 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $95,601,693 | 352,904 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $85,021,962 | 360,614 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $80,951,315 | 363,957 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $79,053,582 | 375,855 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $78,890,244 | 387,648 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $62,415,309 | 395,760 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||