Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,103,979
+$150,136 QoQ
Shares Held
56,576
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
#1,652
of 6,194 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026Balboa Wealth Partners holds $36,018,493 across 14 Software - Infrastructure names. MSFT ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
56,576 | $21,103,979 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,701 | $5,215,265 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
12,020 | $2,293,235 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,078 | $2,072,719 | |
| 5 | ORCL |
Oracle Corp
|
10,462 | $1,533,206 | |
| 6 | FTNT |
Fortinet, Inc.
|
9,481 | $1,456,471 | |
| 7 | XYZ |
Block, Inc.
|
5,473 | $415,948 | |
| 8 | NET |
Cloudflare, Inc.
|
1,592 | $390,485 |
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,103,979 | 56,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,953,843 | 56,606 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $27,097,712 | 56,031 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $29,075,641 | 56,136 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,517,716 | 55,322 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,459,505 | 54,502 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $23,187,136 | 55,011 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,062,806 | 55,921 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $25,894,048 | 57,935 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,606,599 | 56,110 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $22,746,283 | 60,489 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $19,084,561 | 60,442 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $20,325,470 | 59,686 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $17,173,742 | 59,569 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,209,384 | 63,420 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,432,347 | 61,968 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||