Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,350,225
-$340,398 QoQ
Shares Held
14,343
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#3,238
of 6,189 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, 2026CALTON & ASSOCIATES, INC. holds $9,096,789 across 7 Software - Infrastructure names. MSFT ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,343 | $5,350,225 | |
| 2 | ORCL |
Oracle Corp
|
8,618 | $1,262,967 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,685 | $1,013,278 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,106 | $718,188 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,152 | $410,569 | |
| 6 | SNPS |
Synopsys Inc
|
462 | $206,084 | |
| 7 | PAGS |
PagSeguro Digital Ltd.
|
14,970 | $135,478 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,350,225 | 14,343 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,690,623 | 15,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,838,386 | 14,140 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,446,728 | 16,308 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,104,592 | 18,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,805,406 | 15,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,461,560 | 5,840 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,240,606 | 9,855 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,236,811 | 7,242 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,146,985 | 7,480 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,030,020 | 10,717 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,732,520 | 5,487 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,542,978 | 10,404 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,144,199 | 10,906 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,641,187 | 15,183 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,349,728 | 10,089 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,789,430 | 10,861 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,626,040 | 18,248 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,447,590 | 19,171 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,830,387 | 20,681 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,063,012 | 22,381 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,844,030 | 24,787 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,096,754 | 27,411 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,708,776 | 27,142 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,437,787 | 26,720 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,292,077 | 27,215 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||