Position in MSFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,317,179
-$4,061,390 QoQ
Shares Held
60,289
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 29.071638275639007.ToString("F0")%
Shared 0.ToString("F0")%
None 70.928361724361.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. MSFT ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,317,179 | 60,289 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,378,569 | 54,544 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,394,375 | 52,890 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,652,925 | 51,573 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,714,654 | 47,190 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,834,560 | 56,547 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,993,132 | 60,407 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,149,286 | 69,693 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $28,740,645 | 68,313 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,181,142 | 66,964 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,162,196 | 67,022 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,326,483 | 65,562 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,743,247 | 65,013 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,064,102 | 66,984 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $15,307,119 | 65,724 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,363,666 | 63,714 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $19,139,576 | 62,079 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,645,675 | 61,387 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $17,566,435 | 62,310 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $17,106,793 | 63,148 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $15,669,044 | 70,448 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $13,802,658 | 67,823 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||