Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,002,837
+$1,925,557 QoQ
Shares Held
24,135
+26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#2,538
of 6,194 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026West Family Investments, Inc. holds $16,258,562 across 16 Software - Infrastructure names. MSFT ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
24,135 | $9,002,837 | |
| 2 | ORCL |
Oracle Corp
|
5,736 | $840,610 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,731 | $726,776 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,809 | $706,632 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,031 | $692,611 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,212 | $612,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,989 | $582,066 | |
| 8 | SNPS |
Synopsys Inc
|
1,266 | $564,724 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,002,837 | 24,135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,077,280 | 19,119 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,324,466 | 31,687 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,538,304 | 33,861 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,439,400 | 33,050 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,344,919 | 22,230 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,151,186 | 21,711 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,714,022 | 22,575 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,354,836 | 18,693 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,692,444 | 18,284 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,290,397 | 16,728 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,187,772 | 16,430 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,776,920 | 16,964 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $4,692,370 | 16,276 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,661,331 | 15,267 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,530,370 | 19,452 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,991,234 | 19,434 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,553,129 | 21,255 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,085,589 | 21,068 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,655,567 | 23,608 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $5,812,430 | 21,456 | Shares | Sole | 2022-02-15 | |
| 2020-06-30 | $8,628,824 | 42,400 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,686,904 | 42,400 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||