Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,293,446
-$228,522 QoQ
Shares Held
40,999
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
#1,970
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, 2026CFO4Life Group, LLC holds $17,477,216 across 6 Software - Infrastructure names. MSFT ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,999 | $15,293,446 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,204 | $840,490 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,136 | $387,398 | |
| 4 | ORCL |
Oracle Corp
|
2,490 | $364,909 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
13,044 | $333,795 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,348 | $257,178 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,293,446 | 40,999 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,521,968 | 41,932 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,058,875 | 45,612 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,421,860 | 47,151 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,684,297 | 41,584 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,320,792 | 40,813 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,158,843 | 40,709 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,344,962 | 40,309 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,984,374 | 40,238 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,669,347 | 39,621 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $15,181,862 | 40,373 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,773,666 | 40,455 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $13,820,134 | 40,583 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,523,639 | 39,971 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,653,474 | 40,253 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,233,087 | 39,644 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,990,430 | 38,899 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $12,544,208 | 40,687 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,718,829 | 40,791 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,261,012 | 39,944 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,212,388 | 37,698 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,890,650 | 37,709 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $8,416,595 | 37,841 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $7,929,651 | 37,701 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,555,105 | 37,124 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $5,945,193 | 37,697 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||