Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,507,533
+$1,260,886 QoQ
Shares Held
25,488
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#2,493
of 6,223 holders
Holding Since
Mar 2020
23 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, 2026IMA Advisory Services, Inc. holds $22,633,474 across 21 Software - Infrastructure names. MSFT ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
54,848 | $10,464,175 | |
| 2 | MSFT |
Microsoft Corp
This page
|
25,488 | $9,507,533 | |
| 3 | ORCL |
Oracle Corp
|
12,988 | $1,903,391 | |
| 4 | NET |
Cloudflare, Inc.
|
1,751 | $429,485 | |
| 5 | NTAP |
NetApp, Inc.
|
604 | $93,475 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
774 | $90,302 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
324 | $42,583 | |
| 8 | MDB |
MongoDB, Inc.
|
58 | $19,482 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,507,533 | 25,488 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,246,647 | 22,278 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,460,216 | 21,629 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,066,001 | 21,365 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,652,532 | 21,416 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,949,634 | 21,177 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,926,527 | 21,178 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,055,663 | 21,045 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $7,245,515 | 22,947 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $7,817,776 | 22,957 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,342,424 | 25,468 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,262,659 | 26,114 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,915,660 | 25,400 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,551,219 | 25,508 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $6,489,000 | 21,047 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $7,004,536 | 20,827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,823,621 | 20,657 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,105,544 | 22,538 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,501,457 | 23,334 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,291,594 | 23,791 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,911,836 | 23,353 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,896,043 | 24,058 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,817,055 | 24,203 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||