Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$70,189,308
+$623,260 QoQ
Shares Held
188,165
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#885
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. MSFT ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,189,308 | 188,165 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $69,566,048 | 187,930 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $88,267,420 | 182,514 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $87,026,476 | 168,021 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $79,312,521 | 159,451 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $66,014,583 | 175,856 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $76,080,750 | 180,500 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $72,692,300 | 168,934 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $72,827,373 | 162,943 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $69,630,422 | 165,503 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $73,220,252 | 194,714 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $51,107,295 | 161,860 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $54,938,296 | 161,327 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $30,185,298 | 104,701 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $24,811,057 | 103,457 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $21,437,280 | 92,045 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $23,132,678 | 90,070 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $27,506,493 | 89,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,555,128 | 87,878 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,086,740 | 78,344 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $21,161,082 | 78,114 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $17,324,143 | 73,479 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,093,421 | 72,356 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,204,426 | 67,534 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,115,046 | 69,358 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $10,798,719 | 68,472 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||