Glass Jacobson Investment Advisors llc

Position in MSFT — Microsoft Corp

CIK 1964394 OWINGS MILLS, MD

Position in MSFT

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

Position Value

$1,574,144

-$5,371 QoQ

Shares Held

4,220

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.36%

of 13F equity value

Holder Rank

#4,774

of 6,189 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Glass Jacobson Investment Advisors llc holds $2,527,321 across 8 Software - Infrastructure names. MSFT ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,220	$1,574,144
2	PLTR	Palantir Technologies Inc.	4,682	$546,248
3	PANW	Palo Alto Networks Inc	610	$208,022
4	ORCL	Oracle Corp	600	$87,930
5	CRWD	CrowdStrike Holdings, Inc.	308	$58,761
6	SNPS	Synopsys Inc	87	$38,808
7	TOST	Toast, Inc.	400	$11,128
8	XYZ	Block, Inc.	30	$2,280

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,574,144	4,220	-1.1%	Shares	Sole	2026-07-30
2026-03-31	$1,579,515	4,267	+2.1%	Shares	Sole	2026-04-23
2025-12-31	$2,021,531	4,180	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$2,154,672	4,160	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$2,077,184	4,176	-45.7%	Shares	Sole	2025-07-31
2025-03-31	$2,889,376	7,697	0.0%	Shares	Sole	2025-04-01
2024-12-31	$3,244,285	7,697	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$3,309,437	7,691	-1.4%	Shares	Sole	2024-11-15
2024-06-30	$3,487,103	7,802	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$3,303,493	7,852	-7.2%	Shares	Sole	2024-04-26
2023-12-31	$3,182,802	8,464	-7.1%	Shares	Sole	2024-01-22
2023-09-30	$2,875,851	9,108	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$3,081,887	9,050	+5.4%	Shares	Sole	2023-07-25
2022-12-31	$2,059,094	8,586	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.