Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,336,730
-$433,650 QoQ
Shares Held
11,626
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#3,525
of 6,179 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $7,686,691 across 7 Software - Infrastructure names. MSFT ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,626 | $4,336,730 | |
| 2 | ORCL |
Oracle Corp
|
9,158 | $1,342,104 | |
| 3 | RBRK |
Rubrik, Inc.
|
9,123 | $732,394 | |
| 4 | IOT |
Samsara Inc.
|
13,939 | $452,041 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
2,433 | $382,053 | |
| 6 | PANW |
Palo Alto Networks Inc
|
687 | $234,280 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,775 | $207,089 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,336,730 | 11,626 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,770,380 | 12,887 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,210,900 | 16,978 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,665,787 | 22,523 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,630,938 | 23,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,737,953 | 23,277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,949,086 | 23,604 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,526,428 | 24,463 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,099,830 | 27,072 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,109,532 | 26,406 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,460,414 | 25,158 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,763,069 | 18,252 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,025,855 | 17,695 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,658,752 | 19,628 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,681,046 | 19,519 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||