Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,658,819
+$111,879 QoQ
Shares Held
4,447
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#4,705
of 6,189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $5,127,380 across 15 Software - Infrastructure names. MSFT ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,447 | $1,658,819 | |
| 2 | NTAP |
NetApp, Inc.
|
7,193 | $1,113,188 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,087 | $711,708 | |
| 4 | ORCL |
Oracle Corp
|
2,825 | $414,003 | |
| 5 | OKTA |
Okta, Inc.
|
2,224 | $303,464 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
5,330 | $259,251 | |
| 7 | TOST |
Toast, Inc.
|
8,498 | $236,414 | |
| 8 | TWLO |
Twilio Inc
|
1,024 | $211,281 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,819 | 4,447 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,546,940 | 4,179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,011,859 | 4,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,193,000 | 4,234 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,137,370 | 4,297 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,586,773 | 4,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,066,193 | 4,902 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,069,312 | 4,809 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,472,974 | 5,533 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,323,215 | 5,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,007,677 | 5,339 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,621,376 | 5,135 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,467,727 | 4,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,237,095 | 4,291 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,022,592 | 4,264 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,000,771 | 4,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,093,325 | 4,257 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,142,446 | 6,949 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,337,087 | 6,949 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||