GLOBALT Investments LLC / GA

Position in MSFT — Microsoft Corp

CIK 2011891 Atlanta, GA

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$25,623,489

-$761,488 QoQ

Shares Held

68,692

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.74%

of 13F equity value

Holder Rank

#1,505

of 6,179 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Technology · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $39,347,642 across 7 Software - Infrastructure names. MSFT ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	68,692	$25,623,489
2	PANW	Palo Alto Networks Inc	11,433	$3,898,881
3	PLTR	Palantir Technologies Inc.	30,830	$3,596,936
4	ORCL	Oracle Corp	23,907	$3,503,570
5	IOT	Samsara Inc.	47,445	$1,538,641
6	TWLO	Twilio Inc	4,417	$911,359
7	MDB	MongoDB, Inc.	818	$274,766

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,623,489	68,692	-3.6%	Shares	Sole	2026-08-11
2026-03-31	$26,384,977	71,278	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$34,117,456	70,546	-2.8%	Shares	Sole	2026-02-06
2025-09-30	$37,575,200	72,546	-6.1%	Shares	Sole	2025-10-14
2025-06-30	$38,430,891	77,262	-4.1%	Shares	Sole	2025-07-31
2025-03-31	$30,239,916	80,556	-8.5%	Shares	Sole	2025-05-07
2024-12-31	$37,124,455	88,077	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$38,183,531	88,737	-2.3%	Shares	Sole	2024-11-07
2024-06-30	$40,600,938	90,840	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$38,872,003	92,394	-3.5%	Shares	Sole	2024-05-01
2023-12-31	$35,997,933	95,729	—	Shares	Sole	2024-02-20
No filing history on record for this holder in this stock.