Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,327,032
+$343,633 QoQ
Shares Held
11,600
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#3,535
of 6,194 holders
Holding Since
Dec 2021
16 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, 2026Benchmark Investment Advisors LLC holds $18,491,293 across 6 Software - Infrastructure names. MSFT ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
14,929 | $5,091,087 | |
| 2 | MSFT |
Microsoft Corp
This page
|
11,600 | $4,327,032 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
21,944 | $4,186,586 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
31,622 | $3,689,338 | |
| 5 | NTNX |
Nutanix, Inc.
|
14,375 | $732,550 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,025 | $464,700 |
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,032 | 11,600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,983,399 | 10,761 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $5,649,798 | 10,908 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $5,642,862 | 15,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,514,704 | 15,456 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,732,026 | 13,321 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,911,807 | 13,227 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,787,003 | 13,755 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $4,279,359 | 13,553 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,651,095 | 13,658 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,087,805 | 14,179 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,956,070 | 16,496 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $3,872,894 | 16,629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,530,481 | 17,640 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,990,613 | 16,187 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,915,653 | 14,616 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||