Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,541,065
-$438,233 QoQ
Shares Held
38,982
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#2,024
of 6,218 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $16,861,773 across 21 Software - Infrastructure names. MSFT ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
38,982 | $14,541,065 | |
| 2 | ORCL |
Oracle Corp
|
9,696 | $1,420,948 | |
| 3 | PANW |
Palo Alto Networks Inc
|
861 | $293,618 | |
| 4 | SNPS |
Synopsys Inc
|
421 | $187,795 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,514 | $178,969 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 7 | CRWV |
CoreWeave, Inc.
|
719 | $71,569 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
92 | $17,552 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,541,065 | 38,982 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,979,298 | 40,466 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $19,200,197 | 39,701 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,697,120 | 38,029 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,203,884 | 44,639 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,829,108 | 44,831 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $18,248,842 | 43,295 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,503,347 | 45,325 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $26,244,456 | 58,719 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $25,135,495 | 59,744 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $23,806,340 | 63,308 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $19,129,398 | 60,584 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,793,712 | 61,061 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,766,487 | 61,625 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $14,764,758 | 61,566 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $14,438,169 | 61,993 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,003,077 | 62,310 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,286,948 | 62,557 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $20,828,633 | 61,931 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,404,613 | 61,736 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,330,935 | 60,284 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,033,737 | 59,523 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,669,710 | 61,459 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,409,799 | 63,756 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,384,649 | 65,769 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,716,079 | 67,948 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||