Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,411,294
-$193,136 QoQ
Shares Held
25,230
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#2,494
of 6,179 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, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. MSFT ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,411,294 | 25,230 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,604,430 | 25,946 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,866,226 | 26,604 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,193,222 | 25,472 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,468,576 | 25,067 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,880,562 | 20,993 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,820,309 | 20,926 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,823,731 | 20,506 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,727,837 | 10,578 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,630,023 | 11,005 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,291,368 | 11,412 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,489,984 | 11,053 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,567,156 | 10,475 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,058,286 | 10,608 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,582,141 | 10,767 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,220,075 | 13,826 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,704,259 | 14,423 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,127,037 | 13,386 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,521,486 | 13,444 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,283,522 | 11,647 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,518,394 | 5,605 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,222,231 | 5,184 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,184,164 | 5,324 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $954,687 | 4,539 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,016,328 | 4,994 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $774,671 | 4,912 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||