Cape Investment Advisory, Inc.

Position in MSFT — Microsoft Corp

CIK 1944437 MCDONOUGH, GA

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,444,293

+$396,086 QoQ

Shares Held

17,276

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

#2,968

of 6,189 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $7,661,772 across 22 Software - Infrastructure names. MSFT ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	17,276	$6,444,293
2	CHKP	Check Point Software Technologies Ltd	5,499	$722,733
3	ORCL	Oracle Corp	1,090	$159,739
4	PLTR	Palantir Technologies Inc.	1,104	$128,803
5	VRSN	Verisign Inc/Ca	202	$50,815
6	QLYS	Qualys, Inc.	294	$40,422
7	NET	Cloudflare, Inc.	135	$33,112
8	PANW	Palo Alto Networks Inc	94	$32,055

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,444,293	17,276	+5.7%	Shares	Sole	2026-07-23
2026-03-31	$6,048,207	16,339	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$7,719,057	15,961	+89.7%	Shares	Sole	2026-02-17
2025-09-30	$4,356,995	8,412	-42.7%	Shares	Sole	2025-12-29
2025-06-30	$7,305,460	14,687	+2.5%	Shares	Defined	2025-08-19
2025-03-31	$5,376,710	14,323	+0.8%	Shares	Defined	2025-05-16
2024-12-31	$5,986,564	14,203	-1.4%	Shares	Defined	2025-02-05
2024-09-30	$6,198,041	14,404	+1.3%	Shares	Defined	2024-11-14
2024-06-30	$6,356,522	14,222	+1.0%	Shares	Defined	2024-08-15
2024-03-31	$5,926,682	14,087	-0.7%	Shares	Defined	2024-06-21
2023-12-31	$5,336,383	14,191	+2.9%	Shares	Defined	2024-02-12
2023-09-30	$4,352,613	13,785	+2.3%	Shares	Defined	2023-11-07
2023-06-30	$4,590,138	13,479	-9.3%	Shares	Defined	2023-10-12
2023-03-31	$4,284,426	14,861	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.