Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$12,904,253
+$343,645 QoQ
Shares Held
34,594
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#2,159
of 6,193 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, 2026Plancorp, LLC holds $16,914,507 across 6 Software - Infrastructure names. MSFT ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
34,594 | $12,904,253 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,789 | $1,633,144 | |
| 3 | ORCL |
Oracle Corp
|
8,801 | $1,289,786 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,669 | $428,062 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,333 | $358,395 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,308 | $300,867 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,904,253 | 34,594 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $12,560,608 | 33,932 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $16,941,208 | 35,030 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,489,261 | 35,697 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,944,357 | 38,086 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,879,669 | 36,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,569,147 | 34,565 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,212,378 | 33,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,929,917 | 33,404 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,163,538 | 33,665 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,128,042 | 32,252 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,945,177 | 31,497 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,490,334 | 30,805 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,689,073 | 30,139 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,214,984 | 30,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,859,137 | 29,451 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,233,873 | 28,166 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,421,494 | 33,802 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,364,925 | 33,792 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,709,013 | 37,986 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,728,939 | 32,222 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,965,017 | 33,783 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,260,678 | 37,140 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,943,533 | 37,767 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,814,484 | 28,571 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,768,834 | 30,238 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||