Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,039,327
+$149,154 QoQ
Shares Held
21,552
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
#2,668
of 6,179 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, 2026Tempus Wealth Planning, LLC holds $12,630,599 across 7 Software - Infrastructure names. MSFT ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,552 | $8,039,327 | |
| 2 | ORCL |
Oracle Corp
|
15,652 | $2,293,800 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,262 | $1,197,267 | |
| 4 | TENB |
Tenable Holdings, Inc.
|
12,940 | $477,227 | |
| 5 | ZS |
Zscaler, Inc.
|
2,411 | $340,312 | |
| 6 | XYZ |
Block, Inc.
|
2,675 | $203,300 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,664 | $79,366 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,039,327 | 21,552 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,890,173 | 21,315 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,143,929 | 20,975 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,226,048 | 21,674 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,776,885 | 21,666 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,121,562 | 21,635 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,010,827 | 21,378 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,135,269 | 21,230 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,366,731 | 20,957 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,702,593 | 20,685 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,747,928 | 20,604 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,569,178 | 20,805 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,282,613 | 24,322 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,311,288 | 25,360 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,134,355 | 25,579 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,113,392 | 26,249 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,715,751 | 22,255 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,852,189 | 22,225 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,794,216 | 23,175 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,520,809 | 23,130 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,171,914 | 22,783 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,639,817 | 15,438 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,401,024 | 15,291 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,234,244 | 15,377 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,388,034 | 16,648 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,622,401 | 16,628 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||