Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,459,853
-$78,516 QoQ
Shares Held
28,041
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.12%
of 13F equity value
Holder Rank
#2,366
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, 2026Nadler Financial Group, Inc. holds $14,087,751 across 6 Software - Infrastructure names. MSFT ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,041 | $10,459,853 | |
| 2 | ORCL |
Oracle Corp
|
15,688 | $2,299,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,717 | $585,531 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,400 | $267,099 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,092 | $244,073 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,511 | $232,119 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,459,853 | 28,041 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,538,369 | 28,469 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,171,159 | 31,370 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,127,409 | 31,137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $15,217,761 | 30,594 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,605,893 | 28,253 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,968,290 | 30,767 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,133,616 | 30,522 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $13,656,110 | 30,554 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,899,275 | 30,660 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,588,800 | 30,818 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,833,086 | 31,142 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,609,183 | 31,154 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,083,179 | 31,506 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,416,673 | 30,926 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $7,182,868 | 30,841 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,864,391 | 30,621 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $9,183,013 | 29,785 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $10,187,132 | 30,290 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,951,835 | 28,206 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $7,510,160 | 27,723 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,569,731 | 27,865 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,143,462 | 27,621 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,755,259 | 27,363 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $5,503,317 | 27,042 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,302,486 | 27,281 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||