Position in MSFT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$64,705,716
+$4,940,441 QoQ
Shares Held
174,800
+41.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $131,493,553 across 97 Software - Infrastructure names. MSFT ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
174,800 | $64,705,716 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,792 | $17,441,533 | |
| 3 | XYZ |
Block, Inc.
|
210,960 | $12,695,572 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,774 | $11,815,620 | |
| 5 | ORCL |
Oracle Corp
|
47,726 | $7,020,971 | |
| 6 | FTNT |
Fortinet, Inc.
|
42,360 | $3,461,659 | |
| 7 | NTNX |
Nutanix, Inc.
|
54,709 | $2,079,489 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
18,284 | $1,784,564 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $25,482,608 | 74,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,120,732 | 87,134 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $38,125,864 | 158,977 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,337,436 | 164,609 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $39,198,935 | 152,626 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $47,056,122 | 152,626 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||