Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,865,606
+$29,535 QoQ
Shares Held
10,363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#3,690
of 6,194 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $6,643,338 across 7 Software - Infrastructure names. MSFT ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,363 | $3,865,606 | |
| 2 | GEN |
Gen Digital Inc.
|
32,900 | $818,881 | |
| 3 | ORCL |
Oracle Corp
|
4,375 | $641,156 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,550 | $528,581 | |
| 5 | PATH |
UiPath, Inc.
|
29,200 | $317,404 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,280 | $244,204 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,950 | $227,506 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,865,606 | 10,363 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,836,071 | 10,363 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,316,434 | 10,993 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,564,336 | 10,743 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,841,085 | 11,743 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,314,357 | 11,493 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,507,099 | 10,693 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,364,980 | 12,468 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,438,487 | 12,168 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $5,176,566 | 13,766 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,346,614 | 13,766 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,687,873 | 13,766 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,979,404 | 13,803 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,325,344 | 13,866 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,259,668 | 13,996 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,594,592 | 13,996 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,638,523 | 15,045 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,975,854 | 14,795 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||