Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,146,690
+$741,639 QoQ
Shares Held
19,159
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#2,827
of 6,194 holders
Holding Since
Mar 2020
26 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $12,290,777 across 8 Software - Infrastructure names. MSFT ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
19,159 | $7,146,690 | |
| 2 | ORCL |
Oracle Corp
|
11,572 | $1,695,876 | |
| 3 | MDB |
MongoDB, Inc.
|
2,500 | $839,750 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,335 | $796,281 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
6,293 | $734,204 | |
| 6 | SNPS |
Synopsys Inc
|
1,048 | $467,481 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,326 | $306,003 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596 | $304,492 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,146,690 | 19,159 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,405,051 | 17,303 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,217,187 | 16,991 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,770,965 | 16,934 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,746,663 | 15,574 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,008,867 | 16,007 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,387,411 | 15,154 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,510,869 | 15,131 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,753,861 | 15,111 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,397,416 | 12,829 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,604,609 | 12,245 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,867,621 | 12,249 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,390,922 | 12,894 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,772,982 | 13,087 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,040,198 | 12,677 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,042,838 | 13,065 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,392,210 | 13,208 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,098,673 | 13,294 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,394,357 | 13,066 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $2,559,551 | 9,079 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,302,000 | 12,189 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,493,739 | 10,577 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,344,751 | 10,542 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,230,339 | 10,604 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,026,552 | 9,958 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,542,403 | 9,780 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||