Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,626,700
-$180,726 QoQ
Shares Held
17,765
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.56%
of 13F equity value
Holder Rank
#2,930
of 6,189 holders
Holding Since
Dec 2025
3 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, 2026Eagle Wealth Advisors LLC holds $9,739,506 across 7 Software - Infrastructure names. MSFT ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,765 | $6,626,700 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,754 | $1,021,329 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,660 | $907,113 | |
| 4 | ORCL |
Oracle Corp
|
3,224 | $472,477 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,073 | $318,454 | |
| 6 | SNPS |
Synopsys Inc
|
530 | $236,417 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,292 | $157,016 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,626,700 | 17,765 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,807,426 | 18,390 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,957,735 | 20,590 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||