Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$54,690,700
-$10,308,190 QoQ
Shares Held
146,616
-16.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.10%
of 13F equity value
Holder Rank
#1,002
of 6,179 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $108,569,983 across 14 Software - Infrastructure names. MSFT ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
146,616 | $54,690,700 | |
| 2 | IOT |
Samsara Inc.
|
788,365 | $25,566,676 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,432 | $12,424,040 | |
| 4 | ORCL |
Oracle Corp
|
34,838 | $5,105,508 | |
| 5 | MDB |
MongoDB, Inc.
|
8,512 | $2,859,180 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
43,680 | $2,083,372 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,635 | $1,707,465 | |
| 8 | TWLO |
Twilio Inc
|
6,639 | $1,369,824 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,690,700 | 146,616 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $64,998,890 | 175,592 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $81,601,201 | 168,730 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $125,883,085 | 243,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $59,030,131 | 118,675 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,382,511 | 51,633 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,716,742 | 53,895 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,839,480 | 55,402 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $32,972,395 | 73,772 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,802,542 | 70,837 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,835,655 | 18,178 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||