Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,804,564
+$218,699 QoQ
Shares Held
15,561
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.37%
of 13F equity value
Holder Rank
#3,117
of 6,194 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jacobsen Capital Management holds $7,974,147 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
|
15,561 | $5,804,564 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,833 | $625,089 | |
| 3 | ORCL |
Oracle Corp
|
3,225 | $472,623 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,835 | $447,429 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,124 | $405,227 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,427 | $219,215 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,804,564 | 15,561 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,585,865 | 15,090 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,623,785 | 15,764 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,283,056 | 15,992 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,826,746 | 15,735 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,157,483 | 13,739 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,726,920 | 13,587 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,749,238 | 13,361 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,098,632 | 13,645 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,389,843 | 12,811 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,706,140 | 12,515 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,935,192 | 12,463 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,020,755 | 11,807 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,140,163 | 10,892 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,287,163 | 9,537 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,583,326 | 11,092 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,808,949 | 10,937 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,543,865 | 8,251 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,401,997 | 7,142 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,017,419 | 7,156 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,901,988 | 7,021 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,208,792 | 5,127 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||