Position in MSFT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$11,888,009
+$11,040,707 QoQ
Shares Held
32,115
+1733.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Strategic Planning, Inc. holds $15,724,844 across 2 Software - Infrastructure names. MSFT ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,115 | $11,888,009 | |
| 2 | FTNT |
Fortinet, Inc.
|
46,951 | $3,836,835 |
All Filings in MSFT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,888,009 | 32,115 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $847,302 | 1,752 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $905,376 | 1,748 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $746,115 | 1,500 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $591,239 | 1,575 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||