Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$129,752,395
+$19,195,573 QoQ
Shares Held
347,843
+16.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#648
of 6,194 holders
Holding Since
Dec 2022
15 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, 2026Vest Financial, LLC holds $194,151,325 across 9 Software - Infrastructure names. MSFT ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
347,843 | $129,752,395 | |
| 2 | ORCL |
Oracle Corp
|
226,669 | $33,218,341 | |
| 3 | NTAP |
NetApp, Inc.
|
59,730 | $9,243,814 | |
| 4 | VRSN |
Verisign Inc/Ca
|
36,177 | $9,100,686 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
55,059 | $6,423,733 | |
| 6 | ATEN |
A10 Networks, Inc.
|
66,670 | $2,490,791 | |
| 7 | GEN |
Gen Digital Inc.
|
88,749 | $2,208,962 | |
| 8 | DOX |
Amdocs Ltd
|
27,907 | $1,410,419 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,752,395 | 347,843 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $110,556,822 | 298,665 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $120,130,723 | 248,399 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $110,237,369 | 212,834 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $90,901,677 | 182,750 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $59,024,070 | 157,234 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $47,608,846 | 112,951 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $40,368,163 | 93,814 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $28,694,189 | 64,200 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $23,094,162 | 54,892 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $13,361,077 | 35,531 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,948,355 | 28,340 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,195,618 | 15,257 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,393,065 | 4,832 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $371,481 | 1,549 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||