Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,068,022
+$30,607 QoQ
Shares Held
5,544
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.18%
of 13F equity value
Holder Rank
#4,431
of 6,179 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CATHY PARETO & ASSOCIATES, INC holds $2,530,811 across 3 Software - Infrastructure names. MSFT ranks #1 (81.7% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,022 | 5,544 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,037,415 | 5,504 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,593,654 | 5,363 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,777,765 | 5,363 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,634,780 | 5,297 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,064,269 | 5,499 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,481,572 | 3,515 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||