Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,834,672
+$38,864 QoQ
Shares Held
26,365
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.24%
of 13F equity value
Holder Rank
#582
of 1,901 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, 2026Center for Financial Planning, Inc. holds $10,809,065 across 18 Software - Infrastructure names. MSFT ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
26,365 | $9,834,672 | |
| 2 | ORCL |
Oracle Corp
|
1,428 | $209,273 | |
| 3 | SNPS |
Synopsys Inc
|
258 | $115,086 | |
| 4 | PANW |
Palo Alto Networks Inc
|
294 | $100,259 | |
| 5 | ARQQ |
Arqit Quantum Inc.
|
2,818 | $83,750 | |
| 6 | CRWV |
CoreWeave, Inc.
|
790 | $78,636 | |
| 7 | XYZ |
Block, Inc.
|
917 | $69,692 | |
| 8 | XNDU |
Xanadu Quantum Technologies Ltd
|
4,550 | $55,100 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,834,672 | 26,365 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,795,808 | 26,463 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,551,747 | 23,886 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,370,717 | 23,884 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,864,223 | 23,852 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,908,380 | 23,731 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,612,966 | 29,924 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,778,619 | 29,697 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,705,721 | 30,665 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $12,977,949 | 30,847 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,500,807 | 30,584 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,771,831 | 30,948 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,364,675 | 30,436 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,932,398 | 30,983 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,518,836 | 31,352 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,349,392 | 31,556 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,123,789 | 31,631 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,304,179 | 30,178 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,441,390 | 31,046 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,768,557 | 31,103 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $8,411,986 | 31,052 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,385,023 | 31,323 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,518,907 | 29,309 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,349,021 | 30,186 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,187,721 | 30,405 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,659,699 | 29,546 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||