Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,969,026
+$274,445 QoQ
Shares Held
29,406
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#2,309
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, 2026Sterling Investment Advisors, Ltd. holds $35,505,888 across 8 Software - Infrastructure names. MSFT ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
93,044 | $17,751,399 | |
| 2 | MSFT |
Microsoft Corp
This page
|
29,406 | $10,969,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
34,002 | $3,967,013 | |
| 4 | ORCL |
Oracle Corp
|
7,771 | $1,138,840 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
4,400 | $690,932 | |
| 6 | NET |
Cloudflare, Inc.
|
1,768 | $433,655 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,110 | $329,950 | |
| 8 | PANW |
Palo Alto Networks Inc
|
660 | $225,073 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,969,026 | 29,406 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,694,581 | 28,891 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,630,703 | 26,117 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,246,053 | 25,574 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,876,452 | 25,887 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,498,868 | 25,304 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,408,521 | 24,694 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,431,762 | 24,243 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,760,941 | 21,839 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,032,437 | 21,469 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,236,780 | 21,904 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,819,884 | 21,599 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,298,453 | 21,432 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,299,355 | 21,850 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,660,661 | 19,434 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,529,439 | 19,448 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,005,616 | 19,490 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,005,262 | 19,478 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,879,425 | 20,455 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,121,328 | 21,713 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,133,988 | 22,643 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,336,418 | 22,634 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,080,295 | 22,841 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,975,145 | 23,654 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,166,304 | 25,386 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,095,570 | 25,969 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||