Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,792,321
+$1,585,510 QoQ
Shares Held
18,209
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,895
of 6,189 holders
Holding Since
Jun 2021
17 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, 2026Johnson Financial Group, LLC holds $12,220,893 across 8 Software - Infrastructure names. MSFT ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
18,209 | $6,792,321 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,075 | $1,730,676 | |
| 3 | ORCL |
Oracle Corp
|
10,327 | $1,513,421 | |
| 4 | CPAY |
Corpay, Inc.
|
1,919 | $639,545 | |
| 5 | FFIV |
F5, Inc.
|
1,137 | $472,946 | |
| 6 | AKAM |
Akamai Technologies Inc
|
3,990 | $471,657 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,830 | $330,176 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,416 | $270,151 |
All Filings in MSFT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,792,321 | 18,209 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,206,811 | 14,066 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,534,778 | 7,309 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,012,915 | 5,817 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,813,350 | 5,656 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,169,417 | 8,443 | Shares | Sole | 2025-05-12 | |
| 2023-12-31 | $391,457 | 1,041 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $329,011 | 1,042 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $487,312 | 1,431 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $412,557 | 1,431 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $249,652 | 1,041 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $475,814 | 2,043 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $569,392 | 2,217 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $683,523 | 2,217 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $418,382 | 1,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $420,342 | 1,491 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $439,670 | 1,623 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||