SGL Investment Advisors, Inc.

Position in MSFT — Microsoft Corp

CIK 2043186 MISSOULA, MT

Position in MSFT

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

Position Value

$9,272,904

+$456,195 QoQ

Shares Held

24,859

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.17%

of 13F equity value

Holder Rank

#2,512

of 6,194 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SGL Investment Advisors, Inc. holds $17,645,419 across 5 Software - Infrastructure names. MSFT ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	24,859	$9,272,904
2	PANW	Palo Alto Networks Inc	20,770	$7,082,985
3	ORCL	Oracle Corp	3,666	$537,252
4	PLTR	Palantir Technologies Inc.	3,617	$421,995
5	FTNT	Fortinet, Inc.	2,150	$330,283

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,272,904	24,859	+4.4%	Shares	Sole	2026-08-11
2026-03-31	$8,816,709	23,818	+1.4%	Shares	Sole	2026-05-12
2025-12-31	$11,355,881	23,481	+7.0%	Shares	Sole	2026-02-06
2025-09-30	$11,370,038	21,952	+2.2%	Shares	Sole	2025-11-04
2025-06-30	$10,687,848	21,487	+1.1%	Shares	Sole	2025-07-23
2025-03-31	$7,981,542	21,262	+0.5%	Shares	Sole	2025-05-09
2024-12-31	$8,914,725	21,150	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$8,877,949	20,632	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.