Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,201,523
+$49,469 QoQ
Shares Held
19,306
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#2,809
of 6,179 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $10,201,638 across 47 Software - Infrastructure names. MSFT ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
19,306 | $7,201,523 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,895 | $1,059,209 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,473 | $988,544 | |
| 4 | ORCL |
Oracle Corp
|
4,096 | $600,268 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
476 | $90,813 | |
| 6 | NET |
Cloudflare, Inc.
|
205 | $50,282 | |
| 7 | SNPS |
Synopsys Inc
|
87 | $38,807 | |
| 8 | PANW |
Palo Alto Networks Inc
|
82 | $27,962 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,201,523 | 19,306 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,152,054 | 19,321 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,524,411 | 19,694 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $10,657,338 | 20,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,396,863 | 20,902 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,856,161 | 20,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,323,781 | 19,748 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $6,336,410 | 14,177 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,105,857 | 12,136 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,772,057 | 10,031 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||