Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$48,672,768
+$3,292,888 QoQ
Shares Held
130,483
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#1,068
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Capital Analysts, LLC holds $57,684,741 across 17 Software - Infrastructure names. MSFT ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
130,483 | $48,672,768 | |
| 2 | SNPS |
Synopsys Inc
|
6,778 | $3,023,461 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,639 | $2,095,223 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,982 | $1,357,941 | |
| 5 | ORCL |
Oracle Corp
|
6,959 | $1,019,840 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,792 | $914,241 | |
| 7 | GEN |
Gen Digital Inc.
|
7,337 | $182,617 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,072 | $126,721 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,672,768 | 130,483 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $45,379,880 | 122,592 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $60,490,705 | 125,079 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $64,743,749 | 125,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $60,941,678 | 122,518 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $45,087,341 | 120,108 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $48,738,466 | 115,631 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,758,136 | 110,988 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $48,378,314 | 108,241 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,864,318 | 106,637 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $42,101,437 | 111,960 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $35,006,571 | 110,868 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $36,575,697 | 107,405 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,452,840 | 105,629 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $24,727,839 | 103,110 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $23,799,817 | 102,189 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,675,294 | 99,970 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,136,376 | 97,747 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $33,394,557 | 99,294 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $28,996,317 | 102,853 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $27,174,249 | 100,311 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $23,684,038 | 100,454 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,597,201 | 56,637 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,374,253 | 63,587 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,162,523 | 54,850 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $9,394,626 | 59,569 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||