Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,584,069
+$420,682 QoQ
Shares Held
28,374
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#2,344
of 6,179 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $17,351,478 across 9 Software - Infrastructure names. MSFT ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,374 | $10,584,069 | |
| 2 | ORCL |
Oracle Corp
|
12,677 | $1,857,814 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
6,640 | $1,266,812 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,853 | $972,930 | |
| 5 | AVX |
Avax One Technology Ltd.
|
174,925 | $907,860 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
11,200 | $544,768 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,517 | $526,998 | |
| 8 | TOST |
Toast, Inc.
|
16,260 | $452,353 |
All Filings in MSFT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,584,069 | 28,374 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,163,387 | 27,456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,294,587 | 25,422 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,833,085 | 22,846 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,150,937 | 22,418 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,733,409 | 20,601 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,984,694 | 21,316 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,724,797 | 24,924 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,565,898 | 23,640 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,047,111 | 19,127 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,760,932 | 15,320 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,783,296 | 15,149 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||