Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,528,489
+$182,608 QoQ
Shares Held
28,225
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
#2,354
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026Regent Peak Wealth Advisors LLC holds $12,831,806 across 6 Software - Infrastructure names. MSFT ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,225 | $10,528,489 | |
| 2 | ORCL |
Oracle Corp
|
7,717 | $1,130,926 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,892 | $454,079 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,080 | $368,301 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,306 | $200,627 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,132 | $149,384 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,528,489 | 28,225 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,345,881 | 27,949 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,988,582 | 26,857 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,900,224 | 26,837 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $10,183,955 | 27,129 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,285,460 | 29,147 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $12,613,383 | 29,313 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,128,262 | 29,373 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,000,248 | 30,900 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,794,118 | 31,364 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $9,720,048 | 30,784 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,443,340 | 30,667 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,825,439 | 30,612 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,508,764 | 31,310 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,248,779 | 31,124 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,927,828 | 30,868 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,479,299 | 30,746 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,266,504 | 30,526 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,338,911 | 29,579 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,992,633 | 29,504 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,397,383 | 27,134 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,805,162 | 26,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,979,142 | 23,673 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,561,066 | 22,412 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,203,405 | 20,312 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||