Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,102,300
+$470,335 QoQ
Shares Held
19,040
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#2,835
of 6,189 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, 2026Joseph Group Capital Management holds $7,532,656 across 9 Software - Infrastructure names. MSFT ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
19,040 | $7,102,300 | |
| 2 | PANW |
Palo Alto Networks Inc
|
333 | $113,559 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
424 | $80,892 | |
| 4 | ORCL |
Oracle Corp
|
492 | $72,102 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
509 | $59,385 | |
| 6 | FTNT |
Fortinet, Inc.
|
330 | $50,694 | |
| 7 | SNPS |
Synopsys Inc
|
56 | $24,979 | |
| 8 | XYZ |
Block, Inc.
|
309 | $23,484 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,102,300 | 19,040 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,631,965 | 17,916 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,292,379 | 13,011 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,130,974 | 11,837 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,748,567 | 11,557 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,710,769 | 12,549 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,448,089 | 10,553 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,032,341 | 9,371 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,435,257 | 7,686 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,083,456 | 7,329 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,392,366 | 6,362 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,015,748 | 6,384 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,224,066 | 6,531 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,869,048 | 6,483 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,370,811 | 5,716 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,355,245 | 5,819 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,351,953 | 5,264 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,484,512 | 4,815 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,534,964 | 4,564 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||