Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,289,050
+$11,167 QoQ
Shares Held
14,179
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
#597
of 1,291 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, 2026LifeSteps Financial, Inc. holds $5,995,567 across 14 Software - Infrastructure names. MSFT ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,179 | $5,289,050 | |
| 2 | ORCL |
Oracle Corp
|
1,525 | $223,488 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,584 | $184,805 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,365 | $135,872 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
320 | $61,051 | |
| 6 | PANW |
Palo Alto Networks Inc
|
131 | $44,673 | |
| 7 | NET |
Cloudflare, Inc.
|
85 | $20,848 | |
| 8 | MDB |
MongoDB, Inc.
|
34 | $11,420 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,289,050 | 14,179 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,277,883 | 14,258 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,735,859 | 13,928 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,208,310 | 13,917 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,939,864 | 13,952 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,140,215 | 13,693 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,974,341 | 14,174 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,911,461 | 13,738 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,086,565 | 13,618 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,794,155 | 13,772 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,174,310 | 13,760 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,314,723 | 13,665 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,590,138 | 13,479 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,834,390 | 13,300 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,320,307 | 13,845 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,163,713 | 13,584 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,165,172 | 12,324 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,843,700 | 12,467 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,430,679 | 13,174 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,207,374 | 14,924 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,050,225 | 14,951 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $3,317,755 | 14,072 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,863,435 | 12,874 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,673,083 | 12,709 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,019,226 | 9,922 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,443,046 | 9,150 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||