Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$67,315,935
+$2,610,219 QoQ
Shares Held
180,462
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#906
of 6,215 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, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. MSFT ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,315,935 | 180,462 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $64,705,716 | 174,800 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $59,765,275 | 123,579 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,741,779 | 107,620 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $50,605,995 | 101,739 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $38,914,053 | 103,663 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $38,757,346 | 91,951 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,268,214 | 77,314 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $30,480,202 | 68,196 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,465,391 | 62,905 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $21,777,980 | 57,914 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $20,540,484 | 65,053 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,386,424 | 74,830 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,778,971 | 87,134 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,718 | 158,977 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,972,000 | 164,609 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,000 | 243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,483,000 | 97,849 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $29,216,118 | 86,870 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $24,251,886 | 86,024 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $21,726,450 | 80,201 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $18,197,435 | 77,183 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,218,644 | 77,415 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,681,784 | 74,558 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,905,275 | 73,241 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,866,534 | 68,902 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||