Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,027,404
+$1,873,184 QoQ
Shares Held
292,283
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#707
of 6,189 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, 2026KCM INVESTMENT ADVISORS LLC holds $121,562,200 across 7 Software - Infrastructure names. MSFT ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
292,283 | $109,027,404 | |
| 2 | FTNT |
Fortinet, Inc.
|
41,666 | $6,400,730 | |
| 3 | ORCL |
Oracle Corp
|
26,471 | $3,879,325 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,832 | $921,873 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,350 | $801,397 | |
| 6 | SNPS |
Synopsys Inc
|
706 | $314,925 | |
| 7 | OKTA |
Okta, Inc.
|
1,587 | $216,546 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,027,404 | 292,283 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $107,154,220 | 289,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $144,347,028 | 298,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $155,285,035 | 299,807 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $148,940,471 | 299,432 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $114,045,358 | 303,805 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $130,565,104 | 309,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $135,795,364 | 315,583 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $141,690,748 | 317,017 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $134,539,945 | 319,785 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $121,103,305 | 322,049 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $104,085,093 | 329,644 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $114,794,331 | 337,095 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $103,140,478 | 357,754 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $86,450,553 | 360,481 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $83,912,239 | 360,293 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $93,168,678 | 362,764 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $114,135,437 | 370,197 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $125,230,769 | 372,356 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $104,574,277 | 370,936 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $100,865,551 | 372,335 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $87,873,365 | 372,708 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $82,281,165 | 369,936 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $77,901,394 | 370,377 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $75,180,460 | 369,419 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $55,355,106 | 350,993 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||