Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,542,437
New position
Shares Held
4,135
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
#4,795
of 6,194 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Highland Investment Advisors LLC holds $1,785,772 across 11 Software - Infrastructure names. MSFT ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,135 | $1,542,437 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
500 | $95,392 | |
| 3 | ORCL |
Oracle Corp
|
527 | $77,231 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
369 | $43,051 | |
| 5 | PANW |
Palo Alto Networks Inc
|
61 | $20,802 | |
| 6 | TOST |
Toast, Inc.
|
122 | $3,394 | |
| 7 | MDB |
MongoDB, Inc.
|
7 | $2,351 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4 | $525 |
All Filings in MSFT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,437 | 4,135 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||