Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,834,832
+$2,186,266 QoQ
Shares Held
47,812
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#1,804
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Capital Investment Advisory Services, LLC holds $28,194,366 across 12 Software - Infrastructure names. MSFT ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
47,812 | $17,834,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,590 | $2,518,905 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,973 | $2,377,932 | |
| 4 | FTNT |
Fortinet, Inc.
|
7,702 | $1,183,181 | |
| 5 | ORCL |
Oracle Corp
|
7,231 | $1,059,703 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
6,286 | $826,168 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
15,724 | $749,975 | |
| 8 | TWLO |
Twilio Inc
|
1,723 | $355,506 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,834,832 | 47,812 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,648,566 | 42,274 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,415,156 | 36,010 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $18,071,275 | 34,890 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,090,510 | 34,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,937,855 | 37,129 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,240,175 | 36,157 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $15,699,925 | 36,486 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $16,093,328 | 36,007 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,204,400 | 36,139 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $14,236,122 | 37,858 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $13,530,834 | 42,853 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $14,749,809 | 43,313 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $12,496,651 | 43,346 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,286,169 | 47,061 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,806,399 | 50,693 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,882,592 | 50,160 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,591,695 | 47,328 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,847,855 | 44,148 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $12,530,216 | 44,446 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,965,111 | 44,168 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $10,587,723 | 44,907 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $10,090,305 | 45,366 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $8,359,986 | 39,747 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $8,834,776 | 43,412 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,525,093 | 41,374 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||