Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$711,349
-$139,671 QoQ
Shares Held
1,907
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#5,495
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,064,920 across 42 Software - Infrastructure names. MSFT ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,907 | $711,349 | |
| 2 | PANW |
Palo Alto Networks Inc
|
260 | $88,665 | |
| 3 | ORCL |
Oracle Corp
|
414 | $60,671 | |
| 4 | FTNT |
Fortinet, Inc.
|
256 | $39,326 | |
| 5 | NET |
Cloudflare, Inc.
|
94 | $23,056 | |
| 6 | SNPS |
Synopsys Inc
|
50 | $22,303 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
149 | $17,383 | |
| 8 | VRSN |
Verisign Inc/Ca
|
65 | $16,351 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,349 | 1,907 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $851,020 | 2,299 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,106,038 | 2,287 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,157,100 | 2,234 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,219,649 | 2,452 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $776,681 | 2,069 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $920,977 | 2,185 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $948,381 | 2,204 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,418,619 | 3,174 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,266,367 | 3,010 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $836,312 | 2,224 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $825,054 | 2,613 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $889,490 | 2,612 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,126,676 | 3,908 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $848,483 | 3,538 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $812,821 | 3,490 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $912,773 | 3,554 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,059,044 | 3,435 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,188,891 | 3,535 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $962,192 | 3,413 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $908,598 | 3,354 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,243,922 | 5,276 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,232,874 | 5,543 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,151,977 | 5,477 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,122,968 | 5,518 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $867,247 | 5,499 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||