Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,867,777
-$19,178 QoQ
Shares Held
7,688
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.28%
of 13F equity value
Holder Rank
#4,026
of 6,179 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $3,005,228 across 11 Software - Infrastructure names. MSFT ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
7,688 | $2,867,777 | |
| 2 | ORCL |
Oracle Corp
|
654 | $95,843 | |
| 3 | PANW |
Palo Alto Networks Inc
|
70 | $23,871 | |
| 4 | MDB |
MongoDB, Inc.
|
15 | $5,038 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
76 | $3,624 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
27 | $3,150 | |
| 7 | XYZ |
Block, Inc.
|
41 | $3,116 | |
| 8 | RBRK |
Rubrik, Inc.
|
12 | $963 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,867,777 | 7,688 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,886,955 | 7,799 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,913,936 | 8,093 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,204,200 | 8,117 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,031,508 | 8,105 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,360,866 | 8,953 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,575,584 | 8,483 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,882,149 | 6,698 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,075,016 | 6,880 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,978,697 | 7,080 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,741,707 | 7,291 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,371,914 | 7,512 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,410,342 | 7,078 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,180,412 | 7,563 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,972,039 | 8,223 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,999,446 | 8,585 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,066,711 | 8,047 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,450,756 | 7,949 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,329,016 | 6,925 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,813,873 | 6,434 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,703,419 | 6,288 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,506,570 | 6,390 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,078,737 | 4,850 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||