Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,965,442
-$274,826 QoQ
Shares Held
5,269
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#4,503
of 6,194 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $4,434,074 across 12 Software - Infrastructure names. MSFT ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,269 | $1,965,442 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
1,884 | $359,438 | |
| 3 | PANW |
Palo Alto Networks Inc
|
872 | $297,369 | |
| 4 | QLYS |
Qualys, Inc.
|
1,830 | $251,606 | |
| 5 | NET |
Cloudflare, Inc.
|
1,012 | $248,223 | |
| 6 | RBRK |
Rubrik, Inc.
|
2,908 | $233,454 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,958 | $228,439 | |
| 8 | ZS |
Zscaler, Inc.
|
1,498 | $211,442 |
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,965,442 | 5,269 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,240,268 | 6,052 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,478,068 | 5,124 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,764,299 | 5,337 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,654,677 | 5,337 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,929,879 | 5,141 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,091,483 | 4,962 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,345,135 | 5,450 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,429,620 | 5,436 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,381,275 | 5,660 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,191,937 | 5,829 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,773,252 | 5,616 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,036,088 | 5,979 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,730,376 | 6,002 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,540,363 | 6,423 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,303,541 | 5,597 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,419,242 | 5,526 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,707,112 | 5,537 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,940,566 | 5,770 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||