Global Retirement Partners, LLC
PensionPosition in MSFT — Microsoft Corp
CIK 1749744
San Rafael, CA
Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$90,280,538
-$22,509,318 QoQ
Shares Held
242,026
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#776
of 6,179 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2022CallValue
$580
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. MSFT ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,280,538 | 242,026 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $112,789,856 | 233,220 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $90,128,997 | 174,011 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $83,193,314 | 167,253 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $62,494,962 | 148,268 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $62,788,945 | 145,919 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $62,181,024 | 139,123 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $49,649,587 | 118,011 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $41,785,940 | 111,121 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $34,148,046 | 108,149 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $36,186,802 | 106,263 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $30,204,326 | 104,767 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $21,435,591 | 89,382 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $580 | 2,000 | Call | Sole | 2023-02-13 | |
| 2022-09-30 | $5,000 | 2,000 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $19,760,866 | 84,847 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,968,628 | 81,644 | Shares | Sole | 2022-07-15 | |
| 2022-06-30 | $38,000 | 2,000 | Call | Sole | 2022-07-15 | |
| 2022-03-31 | $25,007,332 | 81,111 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $46,000 | 2,000 | Call | Sole | 2022-07-14 | |
| 2021-09-30 | $18,844,942 | 66,845 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $17,621,774 | 65,049 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $14,982,004 | 63,545 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $13,804,942 | 62,067 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $13,916,274 | 66,164 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $13,032,373 | 64,038 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,929,106 | 62,958 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||