Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$31,201,257
+$333,522 QoQ
Shares Held
83,645
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,351
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BURNEY CO/ holds $87,646,502 across 16 Software - Infrastructure names. MSFT ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
83,645 | $31,201,257 | |
| 2 | PANW |
Palo Alto Networks Inc
|
38,668 | $13,186,560 | |
| 3 | FTNT |
Fortinet, Inc.
|
85,093 | $13,071,986 | |
| 4 | ORCL |
Oracle Corp
|
80,432 | $11,787,309 | |
| 5 | FFIV |
F5, Inc.
|
16,110 | $6,701,115 | |
| 6 | VRSN |
Verisign Inc/Ca
|
8,625 | $2,169,705 | |
| 7 | WEX |
WEX Inc.
|
15,123 | $2,133,704 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
17,531 | $2,045,341 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,201,257 | 83,645 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,867,735 | 83,388 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $78,582,445 | 162,488 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $74,221,717 | 143,299 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $62,801,991 | 126,258 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $46,466,149 | 123,781 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $54,189,726 | 128,564 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $55,586,584 | 129,181 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $62,716,023 | 140,320 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $64,491,326 | 153,288 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $55,470,411 | 147,512 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $46,237,482 | 146,437 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $46,604,261 | 136,854 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $35,681,737 | 123,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,927,095 | 141,469 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $35,691,459 | 153,248 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $42,359,228 | 164,931 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,708,512 | 161,229 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $55,321,949 | 164,492 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $49,089,038 | 174,124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,929,469 | 169,544 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $40,370,189 | 171,227 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $37,731,996 | 169,643 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $38,108,640 | 181,185 | Shares | Defined | 2020-12-14 | |
| 2020-06-30 | $37,676,212 | 185,132 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $29,824,380 | 189,109 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||