Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,763,838
+$342,528 QoQ
Shares Held
12,771
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#3,405
of 6,194 holders
Holding Since
Dec 2021
19 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, 2026Investment Advisory Group, LLC holds $6,925,463 across 6 Software - Infrastructure names. MSFT ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,771 | $4,763,838 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,152 | $791,450 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,278 | $499,114 | |
| 4 | ORCL |
Oracle Corp
|
2,359 | $345,711 | |
| 5 | PANW |
Palo Alto Networks Inc
|
811 | $276,567 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,304 | $248,783 |
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,763,838 | 12,771 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,421,310 | 11,944 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,629,820 | 11,641 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,142,887 | 11,860 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,842,080 | 11,745 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,241,907 | 11,300 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,464,326 | 12,964 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,327,544 | 12,381 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,389,770 | 12,059 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,742,355 | 11,272 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,143,584 | 11,019 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,487,774 | 11,046 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,706,437 | 10,884 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,821,592 | 9,787 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,309,466 | 9,630 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,181,807 | 9,368 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,387,234 | 9,295 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,558,664 | 8,299 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,651,546 | 7,884 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||