Position in MSFT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$12,862,296
-$2,528,426 QoQ
Shares Held
34,747
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sound Income Strategies, LLC holds $19,546,923 across 46 Software - Infrastructure names. MSFT ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
34,747 | $12,862,296 | |
| 2 | GEN |
Gen Digital Inc.
|
212,736 | $4,005,818 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,726 | $837,599 | |
| 4 | ORCL |
Oracle Corp
|
4,618 | $679,353 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,213 | $354,788 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,611 | $131,650 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,603 | $124,184 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,034 | $100,920 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,862,296 | 34,747 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,390,722 | 31,824 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,654,910 | 22,502 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,949,486 | 22,013 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,515,683 | 20,021 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,711,764 | 18,296 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,278,524 | 16,915 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,075,218 | 15,830 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,919,951 | 14,071 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,467,731 | 11,881 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,402,837 | 10,777 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,568,178 | 10,478 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,874,639 | 9,971 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,460,073 | 10,258 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,903,724 | 8,174 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,893,607 | 7,373 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,012,647 | 6,528 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,218,703 | 6,597 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,781,452 | 6,319 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,325,513 | 4,893 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,509,871 | 6,404 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,209,075 | 5,436 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,176,375 | 5,593 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,078,195 | 5,298 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $775,460 | 4,917 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||