Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,549,045
-$449,559 QoQ
Shares Held
14,876
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#3,202
of 6,215 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, 2026SkyOak Wealth, LLC holds $10,121,385 across 8 Software - Infrastructure names. MSFT ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,876 | $5,549,045 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,682 | $1,012,928 | |
| 3 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,708 | $898,215 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,590 | $883,241 | |
| 6 | FFIV |
F5, Inc.
|
974 | $405,145 | |
| 7 | TWLO |
Twilio Inc
|
1,133 | $233,771 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,549,045 | 14,876 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,998,604 | 16,205 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,667,668 | 13,787 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,573,142 | 10,760 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,356,110 | 10,768 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,997,230 | 15,976 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,490,678 | 15,399 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,948,054 | 16,147 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,999,683 | 15,661 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,822,395 | 16,216 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,322,736 | 16,814 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,476,368 | 17,344 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,781,688 | 16,978 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,735,327 | 16,425 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,114,351 | 17,156 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,758,074 | 16,136 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,032,487 | 15,701 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,268,709 | 17,089 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,489,415 | 16,322 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,637,865 | 16,451 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,449,261 | 16,424 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,817,116 | 16,190 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,724,200 | 16,744 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,409,238 | 16,209 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,271,878 | 20,991 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,624,097 | 10,298 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||