Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,046,441
+$1,998,519 QoQ
Shares Held
37,656
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#626
of 2,546 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, 2026Legacy Advisors, LLC holds $19,622,827 across 13 Software - Infrastructure names. MSFT ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,656 | $14,046,441 | |
| 2 | ORCL |
Oracle Corp
|
8,946 | $1,311,036 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,456 | $837,545 | |
| 4 | SNPS |
Synopsys Inc
|
1,621 | $723,079 | |
| 5 | TOST |
Toast, Inc.
|
23,481 | $653,241 | |
| 6 | OKTA |
Okta, Inc.
|
3,600 | $491,220 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,011 | $351,293 | |
| 8 | RELY |
Remitly Global, Inc.
|
13,713 | $307,308 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,046,441 | 37,656 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,047,922 | 32,547 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,339,942 | 31,719 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,482,917 | 27,962 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,123,117 | 12,310 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,917,598 | 63,714 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $26,037,319 | 61,773 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,641,559 | 57,266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,826,904 | 53,310 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,673,811 | 51,516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,010,326 | 50,554 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,189,173 | 44,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,496,106 | 42,568 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,634,522 | 36,887 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,297,532 | 34,599 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,794,158 | 29,172 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,061,027 | 27,493 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,588,434 | 24,613 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,443,339 | 16,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,631,663 | 16,429 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,398,061 | 16,235 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,908,123 | 16,576 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,686,611 | 16,575 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $3,569,510 | 16,971 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,600,702 | 17,693 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,290,264 | 14,522 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||