Capital Planning Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1631941 Roseville, CA

Position in MSFT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$16,868,646

-$5,578,092 QoQ

Shares Held

45,570

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $23,111,700 across 5 Software - Infrastructure names. MSFT ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	45,570	$16,868,646
2	ORCL	Oracle Corp	18,458	$2,715,356
3	FTNT	Fortinet, Inc.	21,314	$1,741,780
4	PLTR	Palantir Technologies Inc.	6,649	$972,615
5	PANW	Palo Alto Networks Inc	5,073	$813,303

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,868,646	45,570	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$22,446,738	46,414	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$24,024,074	46,383	-1.5%	Shares	Sole	2025-11-07
2025-06-30	$23,427,513	47,099	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$17,850,545	47,552	-1.0%	Shares	Sole	2025-05-12
2024-12-31	$20,237,901	48,014	-0.9%	Shares	Sole	2025-01-17
2024-09-30	$20,852,768	48,461	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$21,114,811	47,242	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$20,314,044	48,284	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$18,049,167	47,998	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$15,337,556	48,575	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$16,578,849	48,684	+1.3%	Shares	Sole	2023-08-01
2023-03-31	$13,854,544	48,056	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$11,897,710	49,611	+3.9%	Shares	Sole	2023-02-10
2022-09-30	$11,118,646	47,740	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$11,975,982	46,630	-3.9%	Shares	Sole	2022-08-10
2022-03-31	$14,953,035	48,500	-1.3%	Shares	Sole	2022-05-10
2021-12-31	$16,528,782	49,146	+2.2%	Shares	Sole	2022-02-14
2021-09-30	$13,551,612	48,069	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$12,995,614	47,972	-1.8%	Shares	Sole	2021-08-13
2021-03-31	$11,516,657	48,847	-10.7%	Shares	Sole	2021-04-30
2020-12-31	$12,160,368	54,673	+0.4%	Shares	Sole	2021-02-04
2020-09-30	$11,450,365	54,440	+2.5%	Shares	Sole	2020-11-12
2020-06-30	$10,811,265	53,124	-2.6%	Shares	Sole	2020-08-06
2020-03-31	$8,600,872	54,536	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.