Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,957,888
+$3,410,691 QoQ
Shares Held
61,546
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#1,580
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONECO ADVISORS, LLC holds $33,277,067 across 9 Software - Infrastructure names. MSFT ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
61,546 | $22,957,888 | |
| 2 | ORCL |
Oracle Corp
|
21,912 | $3,211,203 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,407 | $3,207,975 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
14,833 | $1,730,566 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,353 | $668,707 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,996 | $571,591 | |
| 7 | OKTA |
Okta, Inc.
|
2,913 | $397,478 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,006 | $299,217 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,957,888 | 61,546 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,547,197 | 52,806 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,102,296 | 51,905 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,483,819 | 51,132 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,187,556 | 48,627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,218,802 | 48,533 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $17,901,948 | 42,472 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $17,080,328 | 39,694 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $17,785,928 | 39,794 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $15,917,520 | 37,834 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $13,331,370 | 35,452 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $8,134,667 | 25,763 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $8,467,867 | 24,866 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $7,137,731 | 24,758 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,115,600 | 21,331 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,916,286 | 21,109 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,263,987 | 20,496 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,908,761 | 19,165 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,138,176 | 18,251 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,006,899 | 17,760 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,470,120 | 16,501 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,543,523 | 19,271 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,968,640 | 17,843 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,748,080 | 17,820 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,365,444 | 16,537 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,295,469 | 14,555 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||