Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$699,412
+$27,184 QoQ
Shares Held
1,875
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#5,520
of 6,194 holders
Holding Since
Dec 2020
23 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, 2026DHJJ Financial Advisors, Ltd. holds $1,180,616 across 13 Software - Infrastructure names. MSFT ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,875 | $699,412 | |
| 2 | ORCL |
Oracle Corp
|
2,058 | $301,599 | |
| 3 | PANW |
Palo Alto Networks Inc
|
446 | $152,094 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
160 | $7,631 | |
| 5 | RELY |
Remitly Global, Inc.
|
316 | $7,081 | |
| 6 | IOT |
Samsara Inc.
|
100 | $3,243 | |
| 7 | RBRK |
Rubrik, Inc.
|
40 | $3,211 | |
| 8 | AIBZ |
Bitzero Holdings Inc.
|
390 | $2,667 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,412 | 1,875 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $672,228 | 1,816 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $876,319 | 1,812 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $944,740 | 1,824 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $910,260 | 1,830 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $613,387 | 1,634 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $718,657 | 1,705 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $733,661 | 1,705 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $776,352 | 1,737 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $719,431 | 1,710 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $646,412 | 1,719 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $530,775 | 1,681 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $579,599 | 1,702 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $507,984 | 1,762 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $436,952 | 1,822 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $425,508 | 1,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $471,026 | 1,834 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $564,515 | 1,831 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $615,801 | 1,831 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $499,562 | 1,772 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $483,014 | 1,783 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $423,678 | 1,797 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $388,122 | 1,745 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||