Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$56,665,095
+$1,298,398 QoQ
Shares Held
151,909
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#989
of 6,218 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sowell Financial Services LLC holds $79,819,026 across 14 Software - Infrastructure names. MSFT ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
151,909 | $56,665,095 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,499 | $9,041,808 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,080 | $5,483,601 | |
| 4 | ORCL |
Oracle Corp
|
17,115 | $2,508,203 | |
| 5 | NET |
Cloudflare, Inc.
|
8,644 | $2,120,200 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,022 | $1,097,129 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
22,512 | $1,073,737 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,203 | $492,044 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,665,095 | 151,909 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $55,366,697 | 149,571 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $69,999,642 | 144,741 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $73,181,673 | 141,291 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $76,294,735 | 153,384 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $57,657,651 | 153,594 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $65,818,068 | 156,152 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $60,537,185 | 140,686 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $68,468,270 | 153,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,831,586 | 149,343 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $55,139,873 | 146,633 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $43,025,042 | 136,263 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $43,672,211 | 128,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,958,982 | 103,916 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,729,864 | 132,307 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,635,375 | 114,364 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $29,998,514 | 116,803 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,910,789 | 41,876 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $34,944,993 | 103,904 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $35,314,426 | 125,264 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $39,113,896 | 144,385 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $48,608,700 | 206,170 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $46,802,728 | 210,425 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $42,891,545 | 203,925 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $40,511,311 | 199,063 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $29,947,709 | 189,891 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||