Position in MSFT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,990,973
-$1,029,360 QoQ
Shares Held
8,080
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 81.29950495049505.ToString("F0")%
Shared 0.ToString("F0")%
None 18.70049504950495.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $3,400,401 across 27 Software - Infrastructure names. MSFT ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
8,080 | $2,990,973 | |
| 2 | PANW |
Palo Alto Networks Inc
|
684 | $109,658 | |
| 3 | SNPS |
Synopsys Inc
|
182 | $72,159 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
340 | $49,735 | |
| 5 | TOST |
Toast, Inc.
|
1,508 | $39,977 | |
| 6 | ORCL |
Oracle Corp
|
171 | $25,155 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
239 | $23,326 | |
| 8 | AI |
C3.ai, Inc.
|
1,905 | $16,040 |
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,990,973 | 8,080 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,020,333 | 8,313 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,385,610 | 16,190 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $4,838,827 | 16,784 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $4,247,691 | 17,712 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $4,056,652 | 17,418 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $4,321,935 | 16,828 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $4,933,884 | 16,003 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $5,434,931 | 16,160 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,444,750 | 15,766 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $4,161,294 | 15,361 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $3,623,077 | 15,367 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $3,430,161 | 15,422 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $3,227,093 | 15,343 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $3,142,397 | 15,441 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $2,463,745 | 15,622 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||