Poehling Capital Management, INC.

Position in MSFT — Microsoft Corp

CIK 1730815 Madison, WI

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,520,389

+$13,171 QoQ

Shares Held

17,480

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#2,956

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Poehling Capital Management, INC. holds $7,175,601 across 5 Software - Infrastructure names. MSFT ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	17,480	$6,520,389
2	PLTR	Palantir Technologies Inc.	2,558	$298,441
3	CGNT	Cognyte Software Ltd.	18,295	$160,630
4	PDYN	Palladyne AI Corp.	16,320	$99,225
5	RPD	Rapid7, Inc.	11,965	$96,916

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,520,389	17,480	-0.6%	Shares	Sole	2026-07-20
2026-03-31	$6,507,218	17,579	+1.9%	Shares	Sole	2026-04-21
2025-12-31	$8,345,830	17,257	-25.8%	Shares	Sole	2026-02-06
2025-09-30	$12,051,142	23,267	-0.4%	Shares	Sole	2025-11-05
2025-06-30	$11,618,502	23,358	+0.8%	Shares	Sole	2025-08-11
2025-03-31	$8,699,287	23,174	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$9,796,081	23,241	-0.1%	Shares	Sole	2025-02-18
2024-09-30	$10,013,081	23,270	-0.2%	Shares	Sole	2024-11-13
2024-06-30	$10,418,851	23,311	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$9,917,211	23,572	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$8,906,131	23,684	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$7,539,794	23,879	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$8,087,484	23,749	-1.7%	Shares	Sole	2023-08-14
2023-03-31	$6,967,057	24,166	-1.0%	Shares	Sole	2023-05-11
2022-12-31	$5,852,567	24,404	-0.0%	Shares	Sole	2023-02-13
2022-09-30	$5,686,486	24,416	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$6,367,586	24,793	-2.4%	Shares	Sole	2022-08-09
2022-03-31	$7,833,232	25,407	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$8,561,698	25,457	-1.8%	Shares	Sole	2022-01-10
2021-09-30	$7,310,749	25,932	-3.8%	Shares	Sole	2021-11-12
2021-06-30	$7,303,464	26,960	-0.4%	Shares	Sole	2021-08-13
2021-03-31	$6,384,651	27,080	-1.9%	Shares	Sole	2021-05-11
2020-12-31	$6,138,792	27,600	-4.8%	Shares	Sole	2021-02-16
2020-09-30	$6,099,570	29,000	-14.2%	Shares	Sole	2020-11-10
2020-06-30	$6,876,195	33,788	+4.1%	Shares	Sole	2020-08-13
2020-03-31	$5,120,843	32,470	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.