Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,651,865
+$9,393 QoQ
Shares Held
9,790
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#3,755
of 6,194 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, 2026D.B. Root & Company, LLC holds $5,015,441 across 6 Software - Infrastructure names. MSFT ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
9,790 | $3,651,865 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,773 | $440,195 | |
| 3 | ORCL |
Oracle Corp
|
1,943 | $284,746 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,212 | $231,231 | |
| 5 | PANW |
Palo Alto Networks Inc
|
602 | $205,294 | |
| 6 | NET |
Cloudflare, Inc.
|
824 | $202,110 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,651,865 | 9,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,642,472 | 9,840 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,886,496 | 10,104 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,457,121 | 10,536 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,544,629 | 11,147 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,044,827 | 10,775 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,798,356 | 11,384 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,448,441 | 10,338 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,939,244 | 11,051 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,717,533 | 11,213 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,328,972 | 11,512 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,731,217 | 11,817 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,034,717 | 11,848 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,745,305 | 12,991 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,339,493 | 13,925 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,203,306 | 13,754 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,751,258 | 14,606 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,436,580 | 14,390 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,827,873 | 14,355 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,236,693 | 15,028 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,534,053 | 16,737 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,018,699 | 17,045 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,600,090 | 16,186 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,204,496 | 19,990 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $4,277,169 | 21,017 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,751,290 | 23,786 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||