Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$38,441,949
+$2,511,398 QoQ
Shares Held
103,056
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.57%
of 13F equity value
Holder Rank
#1,203
of 6,189 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $50,518,064 across 15 Software - Infrastructure names. MSFT ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
103,056 | $38,441,949 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,714 | $2,289,608 | |
| 3 | AVPT |
AvePoint, Inc.
|
187,493 | $2,101,796 | |
| 4 | ORCL |
Oracle Corp
|
10,681 | $1,565,300 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,616 | $1,453,018 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,316 | $1,086,897 | |
| 7 | TOST |
Toast, Inc.
|
23,584 | $656,106 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,941 | $605,416 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,441,949 | 103,056 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $35,930,551 | 97,065 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $47,477,942 | 98,172 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,163,847 | 89,128 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,240,554 | 84,921 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $29,096,103 | 77,509 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $32,923,365 | 78,110 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $32,951,513 | 76,578 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $33,906,967 | 75,863 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $30,030,152 | 71,378 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $25,247,701 | 67,141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,010,636 | 66,542 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,208,997 | 65,217 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,253,953 | 52,910 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,032,778 | 54,344 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,992,559 | 55,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,334,966 | 55,815 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,708,093 | 57,436 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||