Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,284,867
+$384,044 QoQ
Shares Held
40,976
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
#1,967
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, 2026Winch Advisory Services, LLC holds $18,073,797 across 11 Software - Infrastructure names. MSFT ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,976 | $15,284,867 | |
| 2 | ORCL |
Oracle Corp
|
17,937 | $2,628,667 | |
| 3 | PANW |
Palo Alto Networks Inc
|
222 | $75,706 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
514 | $59,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36 | $6,868 | |
| 6 | CRWV |
CoreWeave, Inc.
|
58 | $5,773 | |
| 7 | NET |
Cloudflare, Inc.
|
22 | $5,396 | |
| 8 | SNPS |
Synopsys Inc
|
10 | $4,460 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,284,867 | 40,976 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,900,823 | 40,254 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,288,216 | 39,883 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,065,026 | 40,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,349,043 | 40,910 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,684,920 | 41,783 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,705,950 | 42,007 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $18,306,252 | 42,543 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,198,737 | 42,955 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,249,992 | 43,378 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,480,329 | 43,826 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $13,974,147 | 44,257 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,446,553 | 45,359 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,322,343 | 46,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,105,344 | 46,307 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $11,211,340 | 48,138 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $12,361,741 | 48,132 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,973,691 | 48,567 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $17,050,415 | 50,697 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,382,430 | 51,016 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,768,492 | 50,825 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $11,825,751 | 50,158 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $10,969,531 | 49,319 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,466,020 | 49,760 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $10,216,202 | 50,200 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,023,023 | 50,872 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||