Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,990,568
+$12,286,790 QoQ
Shares Held
85,761
+61.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#1,328
of 6,194 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $51,439,329 across 12 Software - Infrastructure names. MSFT ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
85,761 | $31,990,568 | |
| 2 | ORCL |
Oracle Corp
|
50,546 | $7,407,516 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
49,910 | $5,822,999 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,756 | $2,242,868 | |
| 5 | PANW |
Palo Alto Networks Inc
|
5,897 | $2,010,994 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,439 | $374,679 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,663 | $313,201 | |
| 8 | XYZ |
Block, Inc.
|
4,048 | $307,648 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,990,568 | 85,761 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,703,778 | 53,229 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,442,028 | 48,472 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,635,383 | 55,286 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $44,530,132 | 89,524 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $17,636,197 | 46,981 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,194,618 | 26,559 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,450,369 | 38,230 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $114,517,975 | 256,221 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $108,244,945 | 257,285 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,104,695 | 5,597 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $606,240 | 1,920 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $654,177 | 1,921 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $691,343 | 2,398 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $615,378 | 2,566 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $286,001 | 1,228 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $215,994 | 841 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $362,572 | 1,176 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $329,593 | 980 | Shares | Sole | 2022-02-25 | |
| No filing history on record for this holder in this stock. | ||||||