Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,609,408
-$992,744 QoQ
Shares Held
12,357
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#3,438
of 6,179 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. MSFT ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,357 | $4,609,408 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
40,100 | $1,026,159 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,888 | $336,942 | |
| 4 | SNPS |
Synopsys Inc
|
355 | $158,354 | |
| 5 | ORCL |
Oracle Corp
|
795 | $116,507 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
508 | $24,229 | |
| 7 | PANW |
Palo Alto Networks Inc
|
9 | $3,069 | |
| 8 | DOX |
Amdocs Ltd
|
51 | $2,577 |
All Filings in MSFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,609,408 | 12,357 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,602,152 | 15,134 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,280,772 | 12,987 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,424,133 | 12,403 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,059,448 | 12,182 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,389,059 | 11,692 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $4,623,012 | 10,968 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,723,403 | 10,977 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,633,083 | 10,366 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,888,345 | 11,619 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,578,020 | 9,515 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,045,408 | 9,645 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,422,086 | 10,049 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,062,322 | 10,622 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,607,802 | 10,874 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $4,652,876 | 19,978 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $5,877,297 | 22,884 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $6,901,519 | 22,385 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $5,121,635 | 18,906 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $3,708,897 | 15,731 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,178,604 | 18,787 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||