Position in MSFT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,781,543
+$129,105 QoQ
Shares Held
4,776
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#4,625
of 6,193 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026jvl associates llc holds $2,036,244 across 2 Software - Infrastructure names. MSFT ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,776 | $1,781,543 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,658 | $254,701 |
All Filings in MSFT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,543 | 4,776 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,652,438 | 4,464 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,975,104 | 4,084 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,184,195 | 4,217 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,058,282 | 4,138 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,527,837 | 4,070 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,772,407 | 4,205 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,830,926 | 4,255 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,725,673 | 3,861 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,622,296 | 3,856 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,147,298 | 3,051 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $875,574 | 2,773 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $902,431 | 2,650 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $758,805 | 2,632 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $648,713 | 2,705 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $622,075 | 2,671 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $751,998 | 2,928 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $800,681 | 2,597 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $632,617 | 1,881 | Shares | Sole | 2022-03-09 | |
| 2021-09-30 | $469,678 | 1,666 | Shares | Sole | 2022-03-09 | |
| 2021-06-30 | $438,587 | 1,619 | Shares | Sole | 2022-03-08 | |
| 2021-03-31 | $306,972 | 1,302 | Shares | Sole | 2022-03-08 | |
| 2020-12-31 | $285,142 | 1,282 | Shares | Sole | 2022-03-08 | |
| 2020-09-30 | $227,787 | 1,083 | Shares | Sole | 2022-03-08 | |
| No filing history on record for this holder in this stock. | ||||||