Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,699,772
+$716,800 QoQ
Shares Held
106,428
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#1,190
of 6,194 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, 2026Essex Financial Services, Inc. holds $48,294,290 across 9 Software - Infrastructure names. MSFT ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
106,428 | $39,699,772 | |
| 2 | ORCL |
Oracle Corp
|
23,172 | $3,395,856 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
16,633 | $1,940,572 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,611 | $1,231,423 | |
| 5 | ZS |
Zscaler, Inc.
|
3,680 | $519,432 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,652 | $505,961 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,058 | $469,769 | |
| 8 | SNPS |
Synopsys Inc
|
693 | $309,126 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,699,772 | 106,428 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $38,982,972 | 105,311 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $50,373,859 | 104,160 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $55,026,490 | 106,239 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $53,334,787 | 107,225 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $39,001,144 | 103,895 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $44,617,882 | 105,855 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $45,355,341 | 105,404 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $49,247,185 | 110,185 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $38,592,645 | 91,730 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $33,361,516 | 88,718 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $27,684,644 | 87,679 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $30,260,043 | 88,859 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,819,107 | 93,025 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,071,593 | 92,034 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,569,174 | 96,905 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,497,215 | 95,383 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,823,271 | 80,514 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $29,574,635 | 87,936 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,705,836 | 80,540 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,453,924 | 60,738 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $14,320,198 | 60,738 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,279,808 | 59,706 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $11,642,606 | 55,354 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,103,253 | 49,645 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,214,798 | 52,088 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||