Harbor Asset Planning, Inc.

Position in MSFT — Microsoft Corp

CIK 2077050 BELMONT, MA

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$661,732

-$50,841 QoQ

Shares Held

1,774

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.73%

of 13F equity value

Holder Rank

#5,594

of 6,215 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Harbor Asset Planning, Inc. holds $903,427 across 5 Software - Infrastructure names. MSFT ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	1,774	$661,732
2	ORCL	Oracle Corp	750	$109,912
3	IIIV	i3 Verticals, Inc.	4,000	$85,440
4	NTAP	NetApp, Inc.	266	$41,166
5	GEN	Gen Digital Inc.	208	$5,177

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,732	1,774	-7.8%	Shares	Sole	2026-07-22
2026-03-31	$712,573	1,925	0.0%	Shares	Sole	2026-04-22
2025-12-31	$930,962	1,925	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$993,941	1,919	0.0%	Shares	Sole	2025-10-17
2025-06-30	$954,524	1,919	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.