ROTHSCHILD INVESTMENT LLC

Position in MSFT — Microsoft Corp

CIK 85338 CHICAGO, IL

Position in MSFT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$29,233,805

-$4,577,036 QoQ

Shares Held

78,974

+13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $71,156,191 across 92 Software - Infrastructure names. MSFT ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	78,974	$29,233,805
2	PANW	Palo Alto Networks Inc	77,199	$12,376,543
3	ORCL	Oracle Corp	75,395	$11,091,358
4	TOST	Toast, Inc.	189,984	$5,036,475
5	PLTR	Palantir Technologies Inc.	25,519	$3,732,919
6	AIOT	Powerfleet, Inc.	653,539	$2,012,900
7	NTNX	Nutanix, Inc.	42,069	$1,599,042
8	MDB	MongoDB, Inc.	6,138	$1,502,398

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,233,805	78,974	+13.0%	Shares	Sole	2026-05-07
2025-12-31	$33,810,841	69,912	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$36,479,218	70,430	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$35,069,394	70,504	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$26,225,120	69,861	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$29,478,867	69,938	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$29,987,607	69,690	-2.7%	Shares	Sole	2024-10-18
2024-06-30	$32,004,301	71,606	+6.8%	Shares	Sole	2024-07-31
2024-03-31	$28,209,276	67,050	-0.5%	Shares	Sole	2024-07-31
2023-12-31	$25,332,310	67,366	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.