Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$48,961,485
+$73,134 QoQ
Shares Held
131,257
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#1,050
of 6,092 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. MSFT ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,326 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,961,485 | 131,257 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $48,888,351 | 132,070 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $66,345,408 | 137,185 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $70,527,179 | 136,166 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,861,560 | 132,409 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $68,725,275 | 183,077 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $73,067,446 | 173,351 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $75,262,482 | 174,907 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $83,609,148 | 187,066 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $81,854,441 | 194,558 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $75,465,211 | 200,684 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $56,875,416 | 180,128 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,808,699 | 175,629 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $42,892,697 | 148,778 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $32,999,471 | 137,601 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $31,101,000 | 133,538 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $54,273,829 | 211,322 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $84,550,317 | 274,238 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $105,085,201 | 312,456 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $76,705,921 | 272,084 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $71,166,784 | 262,705 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $73,587,353 | 312,115 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||