Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,612,312
+$1,629,710 QoQ
Shares Held
39,173
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#2,011
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026Legacy Financial Advisors, Inc. holds $24,454,063 across 11 Software - Infrastructure names. MSFT ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
39,173 | $14,612,312 | |
| 2 | ORCL |
Oracle Corp
|
22,014 | $3,226,151 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,546 | $1,891,296 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,870 | $1,268,202 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,576 | $1,063,817 | |
| 6 | SNPS |
Synopsys Inc
|
1,441 | $642,786 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,078 | $472,842 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,556 | $391,427 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,612,312 | 39,173 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,982,602 | 35,072 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,996,824 | 35,145 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,572,651 | 35,858 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,512,811 | 35,208 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,852,602 | 34,238 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,902,132 | 35,355 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,437,425 | 33,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,196,746 | 34,001 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,016,707 | 33,316 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,880,607 | 31,594 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,393,246 | 29,749 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,465,309 | 27,795 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,440,446 | 25,808 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,156,179 | 25,670 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,764,668 | 20,458 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,125,813 | 19,958 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,645,005 | 21,553 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,689,741 | 19,891 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,152,369 | 18,276 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,502,899 | 16,622 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,964,944 | 16,817 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,450,846 | 15,515 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,291,874 | 15,651 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,103,731 | 15,251 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,226,234 | 14,116 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||