Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,113,145
+$738,733 QoQ
Shares Held
35,154
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.88%
of 13F equity value
Holder Rank
#2,133
of 6,169 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $16,199,567 across 17 Software - Infrastructure names. MSFT ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,154 | $13,113,145 | |
| 2 | ORCL |
Oracle Corp
|
4,533 | $664,311 | |
| 3 | NET |
Cloudflare, Inc.
|
2,028 | $497,427 | |
| 4 | MDB |
MongoDB, Inc.
|
1,172 | $393,674 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,597 | $302,991 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,752 | $301,210 | |
| 7 | PANW |
Palo Alto Networks Inc
|
732 | $249,626 | |
| 8 | PAGS |
PagSeguro Digital Ltd.
|
23,575 | $213,353 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,113,145 | 35,154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,374,412 | 33,429 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,068,274 | 33,225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,221,837 | 33,250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,742,323 | 33,659 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,429,162 | 33,110 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $14,135,845 | 33,537 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,198,178 | 32,996 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,757,395 | 33,018 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,889,650 | 33,014 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,435,266 | 33,069 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,449,114 | 33,093 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $11,258,252 | 33,060 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $9,530,333 | 33,057 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $7,926,770 | 33,053 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $7,938,396 | 34,085 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $8,449,707 | 32,900 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $10,142,782 | 32,898 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $10,945,870 | 32,546 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $9,175,086 | 32,545 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $8,734,899 | 32,244 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $32,278 | 7,610,147 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $7,115,660 | 31,992 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $6,260,682 | 29,766 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $5,787,824 | 28,440 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $4,480,541 | 28,410 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||