Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,347,787
-$571 QoQ
Shares Held
6,294
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#4,274
of 6,189 holders
Holding Since
Dec 2024
7 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, 2026POTOMAC FUND MANAGEMENT INC /ADV holds $2,825,393 across 2 Software - Infrastructure names. MSFT ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,294 | $2,347,787 | |
| 2 | ORCL |
Oracle Corp
|
3,259 | $477,606 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,787 | 6,294 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,348,358 | 6,344 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,979,582 | 6,161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,069,371 | 5,926 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,873,040 | 5,776 | Shares | Sole | 2025-10-02 | |
| 2025-03-31 | $2,172,381 | 5,787 | Shares | Sole | 2025-10-02 | |
| 2024-12-31 | $2,179,155 | 5,170 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||