Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,234,682
+$790,507 QoQ
Shares Held
32,799
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#2,214
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, 2026Leelyn Smith, LLC holds $26,263,196 across 9 Software - Infrastructure names. MSFT ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,799 | $12,234,682 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,419 | $3,894,107 | |
| 3 | FTNT |
Fortinet, Inc.
|
21,362 | $3,281,630 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,055 | $1,989,806 | |
| 5 | NET |
Cloudflare, Inc.
|
6,725 | $1,649,508 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,676 | $1,272,345 | |
| 7 | ZS |
Zscaler, Inc.
|
8,735 | $1,232,945 | |
| 8 | NN |
Nextnav Inc.
|
20,358 | $362,983 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,234,682 | 32,799 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,444,175 | 30,916 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,874,574 | 28,689 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,675,077 | 28,333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,654,024 | 21,419 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,904,962 | 21,058 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,705,661 | 20,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,769,083 | 20,379 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,136,998 | 20,443 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,990,734 | 18,993 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,235,009 | 19,240 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,807,274 | 18,392 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,451,870 | 18,946 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,449,446 | 18,902 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,389,905 | 18,305 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,587,358 | 15,403 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,603,386 | 37,392 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,774,337 | 18,729 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,147,256 | 18,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,308,835 | 18,831 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,016,526 | 18,518 | Shares | Sole | 2021-08-31 | |
| 2021-03-31 | $4,895,764 | 20,765 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,580,739 | 20,595 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,264,020 | 20,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,445,531 | 7,103 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,911,484 | 18,461 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||