Pacific Excel Wealth Advisors, Inc.

Position in MSFT — Microsoft Corp

CIK 2110884 WALNUT CREEK, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$4,417,302

+$3,322,710 QoQ

Shares Held

11,842

+300.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.80%

of 13F equity value

Holder Rank

#3,508

of 6,194 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $5,614,080 across 5 Software - Infrastructure names. MSFT ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	11,842	$4,417,302
2	ORCL	Oracle Corp	2,355	$345,125
3	PLTR	Palantir Technologies Inc.	2,778	$324,109
4	PANW	Palo Alto Networks Inc	819	$279,295
5	FTNT	Fortinet, Inc.	1,616	$248,249

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,417,302	11,842	+300.5%	Shares	Sole	2026-07-06
2026-03-31	$1,094,592	2,957	+58.1%	Shares	Sole	2026-05-13
2025-12-31	$904,369	1,870	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.