Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$23,468,925
-$3,601,976 QoQ
Shares Held
62,916
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
#1,566
of 6,194 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Community Financial Services Group, LLC holds $43,828,943 across 8 Software - Infrastructure names. MSFT ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
62,916 | $23,468,925 | |
| 2 | PANW |
Palo Alto Networks Inc
|
46,220 | $15,761,944 | |
| 3 | ORCL |
Oracle Corp
|
30,476 | $4,466,256 | |
| 4 | FTNT |
Fortinet, Inc.
|
662 | $101,696 | |
| 5 | NET |
Cloudflare, Inc.
|
52 | $12,754 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
100 | $11,667 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
36 | $4,731 | |
| 8 | TDC |
Teradata Corp /De/
|
28 | $970 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,468,925 | 62,916 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $27,070,901 | 73,131 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $33,006,580 | 68,249 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $36,181,915 | 69,856 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $34,700,813 | 69,763 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $26,654,566 | 71,005 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,235,459 | 71,733 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $30,673,935 | 71,285 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $31,733,449 | 71,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $29,396,126 | 69,871 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $17,622,007 | 55,810 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $18,372,825 | 54,629 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $15,493,195 | 54,956 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,312,893 | 56,526 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $13,669,944 | 57,980 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,989,550 | 62,897 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $13,567,546 | 64,506 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,930,462 | 68,451 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $15,551,939 | 98,611 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||