Mendel Money Management

Position in MSFT — Microsoft Corp

CIK 1600585 NORTHBROOK, IL

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,458,668

+$1,199,806 QoQ

Shares Held

25,357

+13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.23%

of 13F equity value

Holder Rank

#2,491

of 6,189 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mendel Money Management holds $21,719,651 across 5 Software - Infrastructure names. MSFT ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	29,709	$10,131,363
2	MSFT	Microsoft Corp This page	25,357	$9,458,668
3	SNPS	Synopsys Inc	3,556	$1,586,224
4	CRWD	CrowdStrike Holdings, Inc.	1,576	$300,677
5	FTNT	Fortinet, Inc.	1,580	$242,719

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,458,668	25,357	+13.7%	Shares	Sole	2026-07-30
2026-03-31	$8,258,862	22,311	+7.1%	Shares	Sole	2026-05-04
2025-12-31	$10,076,222	20,835	-1.7%	Shares	Sole	2026-01-29
2025-09-30	$10,981,057	21,201	-1.2%	Shares	Sole	2025-11-10
2025-06-30	$10,674,916	21,461	-3.5%	Shares	Sole	2025-08-01
2025-03-31	$8,350,175	22,244	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$9,343,390	22,167	-2.5%	Shares	Sole	2025-02-12
2024-09-30	$9,782,440	22,734	-2.3%	Shares	Sole	2024-11-07
2024-06-30	$10,400,973	23,271	-4.9%	Shares	Sole	2024-08-13
2024-03-31	$10,292,073	24,463	-8.9%	Shares	Sole	2024-05-02
2023-12-31	$10,095,545	26,847	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$8,540,721	27,049	+1.6%	Shares	Sole	2023-11-14
2023-06-30	$9,064,834	26,619	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$7,998,018	27,742	-5.2%	Shares	Sole	2023-05-10
2022-12-31	$7,020,730	29,275	+5.7%	Shares	Sole	2023-02-13
2022-09-30	$6,450,165	27,695	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$7,285,496	28,367	-0.8%	Shares	Sole	2022-08-15
2022-03-31	$8,813,349	28,586	+5.7%	Shares	Sole	2022-05-16
2021-12-31	$9,096,447	27,047	-8.9%	Shares	Sole	2022-02-14
2021-09-30	$8,367,385	29,680	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$8,057,920	29,745	-7.1%	Shares	Sole	2021-08-11
2021-03-31	$7,550,298	32,024	-5.4%	Shares	Sole	2021-05-17
2020-12-31	$7,531,586	33,862	-1.7%	Shares	Sole	2021-02-09
2020-09-30	$7,246,289	34,452	-4.5%	Shares	Sole	2020-11-10
2020-06-30	$7,342,437	36,079	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.