Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$32,819,791
-$9,960,385 QoQ
Shares Held
87,984
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#1,318
of 6,223 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fiduciary Alliance LLC holds $48,307,304 across 9 Software - Infrastructure names. MSFT ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
87,984 | $32,819,791 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
41,040 | $4,788,136 | |
| 3 | GRRR |
Gorilla Technology Group Inc.
|
125,448 | $2,493,906 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
126,571 | $2,490,917 | |
| 5 | ORCL |
Oracle Corp
|
14,845 | $2,175,534 | |
| 6 | PANW |
Palo Alto Networks Inc
|
5,697 | $1,942,790 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
15,876 | $757,225 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,872 | $594,816 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,819,791 | 87,984 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $42,780,176 | 115,569 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $56,193,742 | 116,194 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $61,733,424 | 119,188 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $60,208,993 | 121,045 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $38,361,854 | 102,192 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $42,256,218 | 100,252 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $37,858,654 | 87,982 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $36,919,410 | 82,603 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $32,288,997 | 76,747 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $29,467,998 | 78,364 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $24,565,665 | 77,801 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $25,607,245 | 75,196 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $21,338,812 | 74,016 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $17,283,827 | 72,070 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||