VISTA INVESTMENT PARTNERS LLC

Position in MSFT — Microsoft Corp

CIK 2023386 Oklahoma City, OK

Position in MSFT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,211,022

-$24,092 QoQ

Shares Held

11,289

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#3,580

of 6,194 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $17,908,536 across 5 Software - Infrastructure names. MSFT ranks #3 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	49,058	$7,536,289
2	CPAY	Corpay, Inc.	13,173	$4,390,165
3	MSFT	Microsoft Corp This page	11,289	$4,211,022
4	PLTR	Palantir Technologies Inc.	9,505	$1,108,948
5	ORCL	Oracle Corp	4,518	$662,112

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,211,022	11,289	-1.3%	Shares	Sole	2026-07-09
2026-03-31	$4,235,114	11,441	+0.4%	Shares	Sole	2026-04-09
2025-12-31	$5,512,784	11,399	+0.0%	Shares	Sole	2026-01-16
2025-09-30	$5,902,558	11,396	-0.4%	Shares	Sole	2025-10-16
2025-06-30	$5,689,872	11,439	-8.7%	Shares	Sole	2025-07-10
2025-03-31	$4,703,261	12,529	-11.2%	Shares	Sole	2025-04-17
2024-12-31	$5,946,943	14,109	-0.8%	Shares	Sole	2025-01-21
2024-09-30	$6,121,878	14,227	-6.3%	Shares	Sole	2024-10-16
2024-06-30	$6,787,829	15,187	-3.7%	Shares	Sole	2024-07-19
2024-03-31	$6,638,120	15,778	+2.8%	Shares	Sole	2024-05-16
2023-12-31	$5,773,342	15,353	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.