Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$87,194,544
+$4,301,266 QoQ
Shares Held
233,753
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#795
of 6,179 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $132,419,929 across 23 Software - Infrastructure names. MSFT ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
233,753 | $87,194,544 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,917 | $6,523,836 | |
| 3 | ORCL |
Oracle Corp
|
43,235 | $6,336,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
18,022 | $6,145,862 | |
| 5 | FTNT |
Fortinet, Inc.
|
34,703 | $5,331,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,428 | $5,042,065 | |
| 7 | NTAP |
NetApp, Inc.
|
17,562 | $2,717,895 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,168 | $2,124,960 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,194,544 | 233,753 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $82,893,278 | 223,933 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $97,888,556 | 202,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,270,814 | 191,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,902,295 | 176,720 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $56,713,170 | 151,078 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $63,400,765 | 150,417 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $58,759,616 | 136,555 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $58,828,452 | 131,622 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $49,603,729 | 117,902 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $41,065,072 | 109,204 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||