Position in MSFT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$11,183,205
-$3,216,580 QoQ
Shares Held
30,211
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $15,502,770 across 26 Software - Infrastructure names. MSFT ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
30,211 | $11,183,205 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,637 | $2,025,963 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,706 | $1,127,233 | |
| 4 | ORCL |
Oracle Corp
|
4,347 | $639,487 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,885 | $378,440 | |
| 6 | TWLO |
Twilio Inc
|
191 | $24,031 | |
| 7 | GEN |
Gen Digital Inc.
|
976 | $18,378 | |
| 8 | OKTA |
Okta, Inc.
|
172 | $13,538 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,183,205 | 30,211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,399,785 | 29,775 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,238,089 | 29,420 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $14,775,564 | 29,705 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,225,662 | 29,904 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,572,502 | 29,828 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,852,200 | 29,868 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $12,784,110 | 28,603 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,862,990 | 25,820 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $9,454,397 | 25,142 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $6,417,618 | 20,325 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $6,890,826 | 20,235 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $5,553,811 | 19,264 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $4,541,950 | 18,939 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $4,084,367 | 17,537 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $4,507,880 | 17,552 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $5,411,148 | 17,551 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $5,531,791 | 16,448 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||