Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,995,283
+$129,257 QoQ
Shares Held
5,349
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#4,486
of 6,194 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $4,434,868 across 8 Software - Infrastructure names. MSFT ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,349 | $1,995,283 | |
| 2 | XYZ |
Block, Inc.
|
12,593 | $957,068 | |
| 3 | SNPS |
Synopsys Inc
|
1,980 | $883,218 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,083 | $369,324 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,220 | $201,278 | |
| 6 | IOT |
Samsara Inc.
|
630 | $20,430 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
300 | $5,904 | |
| 8 | AI |
C3.ai, Inc.
|
260 | $2,363 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,995,283 | 5,349 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,866,026 | 5,041 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,401,656 | 4,966 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,687,642 | 5,189 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,531,816 | 5,090 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,191,526 | 5,838 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,841,753 | 6,742 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,697,550 | 6,269 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,907,409 | 6,505 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,571,861 | 6,113 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,592,905 | 4,236 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $730,014 | 2,312 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $613,653 | 1,802 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $519,516 | 1,802 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $460,214 | 1,919 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $446,935 | 1,919 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $513,403 | 1,999 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $616,311 | 1,999 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $800,105 | 2,379 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||