Clean Yield Group

Position in MSFT — Microsoft Corp

CIK 1525865 NORWICH, VT

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,286,812

+$554,189 QoQ

Shares Held

14,173

+10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#3,261

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Clean Yield Group holds $14,626,922 across 7 Software - Infrastructure names. MSFT ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	16,761	$5,715,836
2	MSFT	Microsoft Corp This page	14,173	$5,286,812
3	CHKP	Check Point Software Technologies Ltd	25,104	$3,299,418
4	ORCL	Oracle Corp	1,597	$234,040
5	TWLO	Twilio Inc	400	$82,532
6	STNE	StoneCo Ltd.	410	$4,444
7	FTNT	Fortinet, Inc.	25	$3,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,286,812	14,173	+10.9%	Shares	Sole	2026-08-05
2026-03-31	$4,732,623	12,785	0.0%	Shares	Sole	2026-04-14
2025-12-31	$6,183,081	12,785	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$6,713,149	12,961	-0.4%	Shares	Sole	2025-10-23
2025-06-30	$6,473,293	13,014	-1.4%	Shares	Sole	2025-07-17
2025-03-31	$4,952,895	13,194	-2.8%	Shares	Sole	2025-04-14
2024-12-31	$5,719,755	13,570	+3.4%	Shares	Sole	2025-01-13
2024-09-30	$5,645,536	13,120	+2.1%	Shares	Sole	2024-10-07
2024-06-30	$5,741,072	12,845	-1.2%	Shares	Sole	2024-07-10
2024-03-31	$5,469,360	13,000	-4.2%	Shares	Sole	2024-05-29
2023-12-31	$5,102,862	13,570	-1.5%	Shares	Sole	2024-01-24
2023-09-30	$4,350,087	13,777	+1.6%	Shares	Sole	2023-10-12
2023-06-30	$4,619,425	13,565	+0.9%	Shares	Sole	2023-07-26
2023-03-31	$3,876,193	13,445	+0.0%	Shares	Sole	2023-04-26
2022-12-31	$3,224,140	13,444	+3.2%	Shares	Sole	2023-01-31
2022-09-30	$3,032,823	13,022	-0.5%	Shares	Sole	2022-10-31
2022-06-30	$3,361,647	13,089	+0.4%	Shares	Sole	2022-07-18
2022-03-31	$4,018,512	13,034	-4.6%	Shares	Sole	2022-04-25
2021-12-31	$4,596,821	13,668	-0.5%	Shares	Sole	2022-01-24
2021-09-30	$3,870,761	13,730	+0.5%	Shares	Sole	2021-10-27
2021-06-30	$3,702,119	13,666	+1.2%	Shares	Sole	2021-07-26
2021-03-31	$3,183,602	13,503	-8.7%	Shares	Sole	2021-04-26
2020-12-31	$3,290,036	14,792	-1.3%	Shares	Sole	2021-01-26
2020-09-30	$3,152,215	14,987	-0.3%	Shares	Sole	2020-10-16
2020-06-30	$3,059,976	15,036	-3.8%	Shares	Sole	2020-07-22
2020-03-31	$2,466,111	15,637	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.