CBIZ Investment Advisory Services, LLC
Position in MSFT — Microsoft Corp
CIK 1795934
INDEPENDENCE, OH
Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$672,555
+$5,139 QoQ
Shares Held
1,803
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5,557
of 6,194 holders
Holding Since
Mar 2020
26 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, 2026CBIZ Investment Advisory Services, LLC holds $819,856 across 7 Software - Infrastructure names. MSFT ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,803 | $672,555 | |
| 2 | ORCL |
Oracle Corp
|
711 | $104,197 | |
| 3 | PANW |
Palo Alto Networks Inc
|
54 | $18,415 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
143 | $16,683 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
32 | $6,105 | |
| 6 | SNPS |
Synopsys Inc
|
4 | $1,784 | |
| 7 | BLSH |
Bullish
|
5 | $117 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,555 | 1,803 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $667,416 | 1,803 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,620,127 | 3,350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,225,469 | 2,366 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,111,213 | 2,234 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $757,161 | 2,017 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $640,680 | 1,520 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $638,134 | 1,483 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,602,762 | 3,586 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,488,507 | 3,538 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,208,216 | 3,213 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $842,105 | 2,667 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $908,220 | 2,667 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $783,311 | 2,717 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,155,452 | 4,818 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $813,286 | 3,492 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $896,850 | 3,492 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,610,303 | 5,223 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,166,694 | 3,469 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,721,685 | 6,107 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $1,654,386 | 6,107 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $2,452,008 | 10,400 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $2,313,168 | 10,400 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $2,187,432 | 10,400 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $2,116,504 | 10,400 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $1,696,328 | 10,756 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||