Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MSFT — Microsoft Corp
CIK 1510434
Seattle, WA
Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$85,604,359
+$3,901,548 QoQ
Shares Held
229,490
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.28%
of 13F equity value
Holder Rank
#801
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2020CallValue
$788,550
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $120,590,670 across 25 Software - Infrastructure names. MSFT ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
229,490 | $85,604,359 | |
| 2 | ORCL |
Oracle Corp
|
52,606 | $7,709,408 | |
| 3 | PANW |
Palo Alto Networks Inc
|
14,167 | $4,831,230 | |
| 4 | NTCT |
Netscout Systems Inc
|
94,629 | $4,121,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
27,800 | $3,243,425 | |
| 6 | RELY |
Remitly Global, Inc.
|
107,889 | $2,417,792 | |
| 7 | TWLO |
Twilio Inc
|
9,074 | $1,872,237 | |
| 8 | BOX |
Box Inc
|
42,703 | $1,133,337 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,604,359 | 229,490 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $81,702,811 | 220,717 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $111,040,602 | 229,603 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $117,756,968 | 227,352 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $103,713,466 | 208,507 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $74,680,461 | 198,941 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $80,693,224 | 191,443 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $81,009,568 | 188,263 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $86,369,511 | 193,242 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $75,417,005 | 179,257 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $62,537,332 | 166,305 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $51,755,214 | 163,912 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,053,731 | 167,539 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $42,313,502 | 146,769 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,150,368 | 142,400 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $33,506,857 | 143,868 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,156,817 | 121,313 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $37,339,732 | 121,111 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $40,772,073 | 121,230 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,174,564 | 128,315 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $32,564,347 | 120,208 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,530,490 | 112,527 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,327,632 | 113,873 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $21,845,925 | 103,865 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,391,187 | 110,025 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $788,550 | 5,000 | Call | Sole | 2020-05-11 | |
| 2020-03-31 | $15,799,230 | 100,179 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||