Position in MSFT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$12,074,945
-$3,641,254 QoQ
Shares Held
32,620
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026JNBA Financial Advisors holds $13,309,124 across 15 Software - Infrastructure names. MSFT ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,620 | $12,074,945 | |
| 2 | ORCL |
Oracle Corp
|
6,624 | $974,456 | |
| 3 | SNPS |
Synopsys Inc
|
252 | $99,912 | |
| 4 | RELY |
Remitly Global, Inc.
|
5,000 | $78,350 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
179 | $26,184 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
100 | $14,285 | |
| 7 | FTNT |
Fortinet, Inc.
|
141 | $11,522 | |
| 8 | FIVN |
Five9, Inc.
|
400 | $6,068 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,074,945 | 32,620 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,716,199 | 32,497 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,754,646 | 32,348 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,966,981 | 26,069 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,820,577 | 26,161 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,947,619 | 25,973 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,170,157 | 25,959 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $11,864,734 | 26,546 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,347,239 | 26,971 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,347,116 | 27,516 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,374,321 | 26,522 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,137,709 | 26,833 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,867,707 | 27,290 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,552,601 | 27,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,763,416 | 29,040 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,629,648 | 29,707 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,331,310 | 30,266 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $11,030,287 | 32,797 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $9,160,990 | 32,495 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,832,152 | 32,603 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,710,386 | 32,703 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $7,559,610 | 33,988 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,481,017 | 35,568 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,070,547 | 34,743 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,661,789 | 35,900 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||