Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,402,129
-$43,415,720 QoQ
Shares Held
121,715
-49.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,102
of 6,194 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $135,063,797 across 12 Software - Infrastructure names. MSFT ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
121,715 | $45,402,129 | |
| 2 | NTCT |
Netscout Systems Inc
|
482,271 | $21,002,902 | |
| 3 | NTAP |
NetApp, Inc.
|
109,901 | $17,008,278 | |
| 4 | PANW |
Palo Alto Networks Inc
|
27,254 | $9,294,159 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
74,938 | $8,743,016 | |
| 6 | ORCL |
Oracle Corp
|
57,624 | $8,444,797 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
35,704 | $6,811,787 | |
| 8 | BAND |
Bandwidth Inc.
|
102,923 | $6,515,025 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,402,129 | 121,715 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $88,817,849 | 239,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,113,377 | 82,944 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $40,717,603 | 78,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,319,934 | 87,091 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $31,386,733 | 83,611 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,333,756 | 95,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,478,355 | 98,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $47,258,258 | 105,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,599,737 | 108,385 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,806,999 | 111,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,892,585 | 110,507 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,948,240 | 114,372 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,328,858 | 122,542 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,100,287 | 125,512 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,299,648 | 147,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,746,014 | 166,437 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $50,470,963 | 163,702 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,737,805 | 186,542 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $54,027,712 | 191,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,644,538 | 194,332 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $48,153,664 | 204,240 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||