Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,549,138
-$143,621 QoQ
Shares Held
33,642
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
#2,188
of 6,194 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $19,891,621 across 10 Software - Infrastructure names. MSFT ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
33,642 | $12,549,138 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,287 | $3,508,072 | |
| 3 | ORCL |
Oracle Corp
|
8,587 | $1,258,424 | |
| 4 | NET |
Cloudflare, Inc.
|
2,296 | $563,162 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,656 | $543,215 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
13,600 | $390,592 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,879 | $288,651 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,968 | $284,651 |
All Filings in MSFT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,549,138 | 33,642 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,692,759 | 34,289 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,766,621 | 34,669 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,916,926 | 34,592 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,554,302 | 33,281 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,185,534 | 32,461 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,596,729 | 27,513 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,665,863 | 27,111 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,215,590 | 27,331 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $11,433,486 | 27,176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,913,542 | 26,363 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,732,697 | 27,657 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||