Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,307,808
-$16,290 QoQ
Shares Held
3,506
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#4,971
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $3,591,158 across 16 Software - Infrastructure names. MSFT ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,942 | $2,026,340 | |
| 2 | MSFT |
Microsoft Corp
This page
|
3,506 | $1,307,808 | |
| 3 | ORCL |
Oracle Corp
|
718 | $105,222 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
220 | $41,972 | |
| 5 | GEN |
Gen Digital Inc.
|
877 | $21,828 | |
| 6 | NTAP |
NetApp, Inc.
|
135 | $20,892 | |
| 7 | FTNT |
Fortinet, Inc.
|
132 | $20,277 | |
| 8 | DOX |
Amdocs Ltd
|
356 | $17,992 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,808 | 3,506 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,324,098 | 3,577 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,744,900 | 3,608 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,022,594 | 3,905 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,009,038 | 4,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,497,055 | 3,988 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,386,111 | 5,661 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,409,680 | 5,600 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,484,595 | 5,559 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,041,333 | 4,852 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,285,304 | 3,418 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,063,130 | 3,367 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,042,733 | 3,062 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $881,044 | 3,056 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $625,690 | 2,609 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $607,403 | 2,608 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $664,676 | 2,588 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $814,863 | 2,643 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $440,242 | 1,309 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $369,033 | 1,309 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $323,183 | 1,193 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $241,900 | 1,026 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $112,544 | 506 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $106,426 | 506 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $113,151 | 556 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $91,629 | 581 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||