Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,875,544
-$138,921 QoQ
Shares Held
5,028
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#801
of 1,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ATWOOD & PALMER INC holds $53,878,241 across 8 Software - Infrastructure names. MSFT ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
436,259 | $50,898,337 | |
| 2 | MSFT |
Microsoft Corp
This page
|
5,028 | $1,875,544 | |
| 3 | ORCL |
Oracle Corp
|
3,384 | $495,925 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,054 | $359,435 | |
| 5 | FTNT |
Fortinet, Inc.
|
860 | $132,113 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
497 | $94,820 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
300 | $21,957 | |
| 8 | AZIO |
Azio Ai Holdings, Inc.
|
65 | $110 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,875,544 | 5,028 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,014,465 | 5,442 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,273,981 | 4,702 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,552,457 | 4,928 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,549,226 | 5,125 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,863,435 | 4,964 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,939,321 | 4,601 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,959,155 | 4,553 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,044,349 | 4,574 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,114,538 | 5,026 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,838,083 | 4,888 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,622,323 | 5,138 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,732,667 | 5,088 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,058,925 | 3,673 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,348,987 | 5,625 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,310,062 | 5,625 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,444,668 | 5,625 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,045,328 | 6,634 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,388,208 | 7,101 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,927,205 | 6,836 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,991,656 | 7,352 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,768,275 | 7,500 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,665,703 | 7,489 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,469,996 | 6,989 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,512,893 | 7,434 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,182,982 | 7,501 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||