Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,416,317
+$19,780 QoQ
Shares Held
17,201
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.61%
of 13F equity value
Holder Rank
#2,981
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, 2026Key Client Fiduciary Advisors, LLC holds $9,878,770 across 7 Software - Infrastructure names. MSFT ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,201 | $6,416,317 | |
| 2 | ORCL |
Oracle Corp
|
10,997 | $1,611,610 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,386 | $978,394 | |
| 4 | XYZ |
Block, Inc.
|
4,184 | $317,984 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,052 | $288,657 | |
| 6 | PANW |
Palo Alto Networks Inc
|
593 | $202,224 | |
| 7 | PDYN |
Palladyne AI Corp.
|
10,458 | $63,584 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,416,317 | 17,201 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,396,537 | 17,280 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,862,210 | 16,257 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,692,754 | 16,783 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,412,695 | 16,913 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,357,980 | 16,937 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,052,353 | 23,849 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,315,581 | 23,973 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,601,207 | 23,719 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,995,045 | 23,757 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,985,099 | 23,894 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,924,693 | 25,098 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,161,381 | 23,966 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,909,974 | 23,968 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,753,281 | 23,990 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,939,503 | 16,915 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,141,126 | 16,124 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,843,241 | 15,709 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,475,867 | 10,335 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||