Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,550,737
-$290,403 QoQ
Shares Held
22,923
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#634
of 1,901 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Secure Asset Management, LLC holds $23,974,484 across 9 Software - Infrastructure names. MSFT ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,923 | $8,550,737 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,303 | $5,985,521 | |
| 3 | ORCL |
Oracle Corp
|
18,561 | $2,720,114 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,966 | $2,716,565 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,062 | $2,301,248 | |
| 6 | INFQ |
Infleqtion, Inc.
|
63,601 | $847,165 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
17,773 | $349,772 | |
| 8 | XYZ |
Block, Inc.
|
3,675 | $279,300 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,550,737 | 22,923 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,841,140 | 23,884 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $10,669,140 | 22,061 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,545,623 | 22,291 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,336,677 | 20,781 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,169,237 | 21,762 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $11,948,682 | 28,348 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,140,467 | 25,890 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,059,056 | 22,506 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,085,766 | 16,842 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,213,951 | 19,184 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $6,075,345 | 19,241 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,154,238 | 18,072 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,189,688 | 18,001 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,233,542 | 17,653 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,536,586 | 15,185 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,919,482 | 15,261 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,492,385 | 14,571 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $5,689,189 | 16,916 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,764,729 | 16,901 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,365,553 | 16,115 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,544,566 | 15,034 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,401,691 | 15,294 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,258,222 | 15,491 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,085,008 | 15,159 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,281,905 | 14,469 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||