Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,354,116
+$8,330,539 QoQ
Shares Held
35,800
+163.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.50%
of 13F equity value
Holder Rank
#2,127
of 6,223 holders
Holding Since
Mar 2020
26 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, 2026Heck Capital Advisors, LLC holds $14,287,460 across 3 Software - Infrastructure names. MSFT ranks #1 (93.5% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,354,116 | 35,800 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,023,577 | 13,571 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,737,772 | 5,661 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,128,935 | 6,041 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,882,988 | 5,796 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,045,124 | 5,448 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,412,868 | 3,352 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,444,086 | 3,356 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $1,541,530 | 3,449 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $1,448,959 | 3,444 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $1,280,040 | 3,404 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $1,172,379 | 3,713 | Shares | Sole | 2025-05-19 | |
| 2023-06-30 | $1,246,376 | 3,660 | Shares | Sole | 2025-05-19 | |
| 2023-03-31 | $1,079,395 | 3,744 | Shares | Sole | 2025-05-19 | |
| 2022-12-31 | $867,428 | 3,617 | Shares | Sole | 2025-05-19 | |
| 2022-09-30 | $831,453 | 3,570 | Shares | Sole | 2025-05-20 | |
| 2022-06-30 | $901,473 | 3,510 | Shares | Sole | 2025-05-19 | |
| 2022-03-31 | $1,214,433 | 3,939 | Shares | Sole | 2025-05-19 | |
| 2021-12-31 | $1,335,863 | 3,972 | Shares | Sole | 2025-05-19 | |
| 2021-09-30 | $1,200,415 | 4,258 | Shares | Sole | 2025-05-19 | |
| 2021-06-30 | $1,172,997 | 4,330 | Shares | Sole | 2025-05-19 | |
| 2021-03-31 | $1,006,266 | 4,268 | Shares | Sole | 2025-05-19 | |
| 2020-12-31 | $973,754 | 4,378 | Shares | Sole | 2025-05-19 | |
| 2020-09-30 | $923,138 | 4,389 | Shares | Sole | 2025-05-19 | |
| 2020-06-30 | $825,029 | 4,054 | Shares | Sole | 2025-05-19 | |
| 2020-03-31 | $470,133 | 2,981 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||