Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,416,183
+$844,413 QoQ
Shares Held
11,839
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#3,510
of 6,194 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $4,922,309 across 7 Software - Infrastructure names. MSFT ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,839 | $4,416,183 | |
| 2 | ORCL |
Oracle Corp
|
2,522 | $369,599 | |
| 3 | NET |
Cloudflare, Inc.
|
266 | $65,244 | |
| 4 | CRWV |
CoreWeave, Inc.
|
576 | $57,335 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48 | $9,157 | |
| 6 | PANW |
Palo Alto Networks Inc
|
8 | $2,728 | |
| 7 | TWLO |
Twilio Inc
|
10 | $2,063 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,416,183 | 11,839 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,571,770 | 9,649 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,521,363 | 9,349 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,664,139 | 9,005 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,650,286 | 9,349 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,491,502 | 9,301 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,109,625 | 9,750 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,108,074 | 9,547 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,284,909 | 9,587 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,987,163 | 9,477 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,823,574 | 10,168 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,344,422 | 10,592 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,200,558 | 12,335 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,598,847 | 12,483 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,801,336 | 11,681 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||