Carson Advisory Inc.

Position in MSFT — Microsoft Corp

CIK 1909304 ATHENS, GA

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,081,518

+$99,799 QoQ

Shares Held

8,261

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#3,956

of 6,194 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carson Advisory Inc. holds $4,432,252 across 4 Software - Infrastructure names. MSFT ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,261	$3,081,518
2	XYZ	Block, Inc.	8,550	$649,800
3	OKTA	Okta, Inc.	3,150	$429,817
4	ORCL	Oracle Corp	1,850	$271,117

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,081,518	8,261	+2.6%	Shares	Sole	2026-08-11
2026-03-31	$2,981,719	8,055	+4.8%	Shares	Sole	2026-05-07
2025-12-31	$3,718,554	7,689	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$4,005,825	7,734	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$3,839,010	7,718	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$2,905,143	7,739	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$3,274,212	7,768	-22.1%	Shares	Sole	2025-02-13
2024-09-30	$4,288,369	9,966	-1.5%	Shares	Sole	2024-11-01
2024-06-30	$4,522,240	10,118	+1.3%	Shares	Sole	2024-08-07
2024-03-31	$4,202,572	9,989	+1.4%	Shares	Sole	2024-05-03
2023-12-31	$3,704,370	9,851	-0.7%	Shares	Sole	2024-02-06
2023-09-30	$3,132,555	9,921	+5.1%	Shares	Sole	2023-11-09
2023-06-30	$3,215,038	9,441	-1.2%	Shares	Sole	2023-07-28
2023-03-31	$2,754,129	9,553	-0.9%	Shares	Sole	2023-05-05
2022-12-31	$2,312,584	9,643	+5.9%	Shares	Sole	2023-02-08
2022-09-30	$2,121,020	9,107	-0.6%	Shares	Sole	2022-11-07
2022-06-30	$2,353,590	9,164	+4.4%	Shares	Sole	2022-08-03
2022-03-31	$2,706,653	8,779	+4.9%	Shares	Sole	2022-05-03
2021-12-31	$2,814,998	8,370	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.