Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,091,163
+$18,910,150 QoQ
Shares Held
51,180
+10366.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,708
of 6,092 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $47,177,044 across 34 Software - Infrastructure names. MSFT ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
51,180 | $19,091,163 | |
| 2 | CPAY |
Corpay, Inc.
|
17,343 | $5,779,901 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
48,446 | $5,652,194 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,446 | $4,919,200 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
32,961 | $4,332,064 | |
| 6 | MDB |
MongoDB, Inc.
|
7,721 | $2,593,483 | |
| 7 | IOT |
Samsara Inc.
|
51,040 | $1,655,227 | |
| 8 | ORCL |
Oracle Corp
|
5,664 | $830,059 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,091,163 | 51,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $181,013 | 489 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,476,113 | 44,407 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,410,499 | 41,337 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,249,355 | 42,720 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,686,046 | 41,786 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,712,255 | 37,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,102,239 | 35,097 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,759,010 | 35,259 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,576,685 | 34,647 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,227,473 | 37,835 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $12,378,978 | 39,205 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,099,386 | 35,530 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,404,634 | 32,621 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,690,787 | 32,069 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,659,454 | 37,181 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $8,049,565 | 31,342 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,503,196 | 34,067 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,933,306 | 35,482 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,882,423 | 35,054 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,979,522 | 33,147 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,863,165 | 33,351 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $7,258,231 | 32,633 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $6,293,073 | 29,920 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,097,973 | 29,964 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,685,090 | 29,707 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||