Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,384,743
+$822,512 QoQ
Shares Held
97,541
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#1,242
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026ProVise Management Group, LLC holds $50,234,767 across 7 Software - Infrastructure names. MSFT ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
97,541 | $36,384,743 | |
| 2 | ORCL |
Oracle Corp
|
82,184 | $12,044,065 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,361 | $464,128 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,340 | $446,436 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,440 | $401,344 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,911 | $293,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,696 | $200,484 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,384,743 | 97,541 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $35,562,231 | 96,070 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $45,261,995 | 93,590 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $47,813,518 | 92,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $45,378,216 | 91,229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,826,392 | 90,110 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $37,136,679 | 88,106 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $39,329,850 | 91,401 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,938,385 | 91,595 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,153,413 | 90,686 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $36,309,670 | 96,558 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,082,765 | 95,274 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $26,035,219 | 90,306 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $20,367,193 | 84,927 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,387,993 | 83,246 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,175,280 | 78,555 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $24,008,099 | 77,870 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,163,341 | 77,793 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $21,706,712 | 76,996 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $34,376,126 | 126,896 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $29,804,864 | 126,415 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $27,976,210 | 125,781 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $26,124,668 | 124,208 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $25,034,172 | 123,012 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $19,587,108 | 124,197 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||