Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,999,467
-$169,615 QoQ
Shares Held
53,615
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#1,695
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, 2026PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. MSFT ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
53,615 | $19,999,467 | |
| 2 | ORCL |
Oracle Corp
|
20,362 | $2,984,051 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
9,836 | $1,876,561 | |
| 4 | PANW |
Palo Alto Networks Inc
|
5,065 | $1,727,266 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
10,081 | $1,176,150 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,963 | $762,416 | |
| 7 | NET |
Cloudflare, Inc.
|
1,845 | $452,541 | |
| 8 | SNPS |
Synopsys Inc
|
897 | $400,124 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,999,467 | 53,615 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,169,082 | 54,486 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,660,877 | 53,060 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,458,601 | 53,014 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26,104,076 | 52,480 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,129,045 | 45,630 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $17,594,253 | 41,742 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,216,303 | 40,010 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,722,014 | 39,651 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,530,509 | 39,291 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $14,654,278 | 38,970 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,934,087 | 37,796 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $12,750,158 | 37,441 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,847,751 | 34,158 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,930,988 | 24,731 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,660,634 | 24,305 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,645,733 | 25,876 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,951,465 | 22,547 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,172,265 | 15,379 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,164,240 | 14,771 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,691,825 | 13,628 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,704,753 | 11,472 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,872,109 | 12,913 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,599,889 | 12,361 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,309,431 | 11,348 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,284,232 | 8,143 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||