SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in MSFT — Microsoft Corp

CIK 1079935 LOS ANGELES, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$89,342,766

+$341,313 QoQ

Shares Held

239,512

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.82%

of 13F equity value

Holder Rank

#769

of 6,092 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $95,099,265 across 7 Software - Infrastructure names. MSFT ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	239,512	$89,342,766
2	CRWD	CrowdStrike Holdings, Inc.	16,577	$3,162,642
3	ORCL	Oracle Corp	9,557	$1,400,578
4	PLTR	Palantir Technologies Inc.	4,444	$518,481
5	PANW	Palo Alto Networks Inc	1,342	$457,648
6	NET	Cloudflare, Inc.	838	$205,544
7	AIFC	AI Financial Corp	19,672	$11,606

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,342,766	239,512	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$89,001,453	240,434	+1.1%	Shares	Sole	2026-04-15
2025-12-31	$114,959,375	237,706	+1.3%	Shares	Defined	2026-02-06
2025-09-30	$121,507,961	234,594	+5.0%	Shares	Sole	2025-11-05
2025-06-30	$111,087,569	223,332	-9.4%	Shares	Sole	2025-07-29
2025-03-31	$92,585,062	246,637	+53.1%	Shares	Sole	2025-05-16
2024-12-31	$67,910,815	161,117	+2.4%	Shares	Sole	2025-02-11
2024-09-30	$67,696,517	157,324	+2.5%	Shares	Defined	2024-11-06
2024-06-30	$68,582,688	153,446	+11.4%	Shares	Defined	2024-07-26
2024-03-31	$57,928,094	137,688	-4.8%	Shares	Defined	2024-05-13
2023-12-31	$54,412,235	144,698	-3.7%	Shares	Defined	2024-01-29
2023-09-30	$47,443,647	150,257	+1.1%	Shares	Sole	2023-10-26
2023-06-30	$50,597,433	148,580	-10.6%	Shares	Sole	2023-07-20
2023-03-31	$47,917,766	166,208	+2.0%	Shares	Defined	2023-05-03
2022-12-31	$39,078,668	162,950	+2.2%	Shares	Defined	2023-01-11
2022-09-30	$37,134,274	159,443	+2.8%	Shares	Defined	2022-10-20
2022-06-30	$39,849,485	155,159	+6.4%	Shares	Defined	2022-07-13
2022-03-31	$44,953,447	145,806	+199.8%	Shares	Defined	2022-04-19
2021-12-31	$16,356,249	48,633	+0.7%	Shares	Defined	2022-01-20
2021-09-30	$13,611,660	48,282	-3.8%	Shares	Defined	2021-10-12
2021-06-30	$13,592,406	50,175	+3.8%	Shares	Sole	2021-07-16
2021-03-31	$11,399,007	48,348	+8.0%	Shares	Defined	2021-04-15
2020-12-31	$9,955,963	44,762	+2.1%	Shares	Sole	2021-01-13
2020-09-30	$9,217,501	43,824	+5.2%	Shares	Defined	2020-10-13
2020-06-30	$8,475,580	41,647	-1.4%	Shares	Sole	2020-07-21
2020-03-31	$6,660,723	42,234	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.