Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$17,717,330
+$424,469 QoQ
Shares Held
47,497
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#1,811
of 6,189 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, 2026Formidable Asset Management, LLC holds $26,631,397 across 7 Software - Infrastructure names. MSFT ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
47,497 | $17,717,330 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,372 | $2,172,979 | |
| 3 | ORCL |
Oracle Corp
|
14,119 | $2,069,139 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,368 | $1,559,644 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
29,428 | $1,403,605 | |
| 6 | FFIV |
F5, Inc.
|
2,199 | $914,696 | |
| 7 | SNPS |
Synopsys Inc
|
1,780 | $794,004 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,717,330 | 47,497 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,292,861 | 46,716 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,161,045 | 47,891 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $24,823,789 | 47,927 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $23,917,462 | 48,084 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $17,921,493 | 47,741 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $19,904,072 | 47,222 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $20,360,934 | 47,318 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,636,402 | 48,409 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,945,914 | 47,409 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,440,907 | 33,084 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,656,562 | 33,750 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,641,019 | 34,184 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,110,505 | 38,538 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,247,459 | 38,560 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,098,471 | 39,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,077,752 | 39,239 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $12,225,108 | 39,652 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,674,314 | 43,632 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,709,799 | 45,083 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,994,312 | 18,436 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,349,967 | 48,140 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,084,523 | 49,836 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,553,518 | 50,176 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $10,622,814 | 52,198 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,994,477 | 50,691 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||