Fiduciary Alliance LLC

Position in MSFT — Microsoft Corp

CIK 1954805 GREENVILLE, SC

Position in MSFT

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$42,780,176

-$13,413,566 QoQ

Shares Held

115,569

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Fiduciary Alliance LLC holds $63,178,896 across 9 Software - Infrastructure names. MSFT ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	115,569	$42,780,176
2	PLTR	Palantir Technologies Inc.	72,582	$10,617,294
3	ZETA	Zeta Global Holdings Corp.	356,064	$5,668,538
4	ORCL	Oracle Corp	13,283	$1,954,062
5	PANW	Palo Alto Networks Inc	5,609	$899,234
6	CRWD	CrowdStrike Holdings, Inc.	4,767	$465,271
7	FTNT	Fortinet, Inc.	4,556	$372,316
8	CORZ	Core Scientific, Inc./tx	18,075	$270,402

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,780,176	115,569	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$56,193,742	116,194	-2.5%	Shares	Sole	2026-01-22
2025-09-30	$61,733,424	119,188	-1.5%	Shares	Sole	2025-10-08
2025-06-30	$60,208,993	121,045	+18.4%	Shares	Sole	2025-07-09
2025-03-31	$38,361,854	102,192	+1.9%	Shares	Sole	2025-04-09
2024-12-31	$42,256,218	100,252	+13.9%	Shares	Sole	2025-01-13
2024-09-30	$37,858,654	87,982	+6.5%	Shares	Sole	2024-10-11
2024-06-30	$36,919,410	82,603	+7.6%	Shares	Sole	2024-07-10
2024-03-31	$32,288,997	76,747	-2.1%	Shares	Sole	2024-04-17
2023-12-31	$29,467,998	78,364	+0.7%	Shares	Sole	2024-01-17
2023-09-30	$24,565,665	77,801	+3.5%	Shares	Sole	2023-10-18
2023-06-30	$25,607,245	75,196	+1.6%	Shares	Sole	2023-07-18
2023-03-31	$21,338,812	74,016	+2.7%	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.