Position in MSFT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$835,191
+$7,121 QoQ
Shares Held
2,239
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#127
of 151 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $2,777,554 across 13 Software - Infrastructure names. MSFT ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
10,744 | $1,253,502 | |
| 2 | MSFT |
Microsoft Corp
This page
|
2,239 | $835,191 | |
| 3 | ORCL |
Oracle Corp
|
2,092 | $306,582 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,114 | $212,534 | |
| 5 | PANW |
Palo Alto Networks Inc
|
261 | $89,006 | |
| 6 | SNPS |
Synopsys Inc
|
77 | $34,347 | |
| 7 | FTNT |
Fortinet, Inc.
|
150 | $23,043 | |
| 8 | CRWV |
CoreWeave, Inc.
|
200 | $19,908 |
All Filings in MSFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,191 | 2,239 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $828,070 | 2,237 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,058,644 | 2,189 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,147,777 | 2,216 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||