Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,733,743
-$657,413 QoQ
Shares Held
47,541
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#1,809
of 6,189 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $60,476,918 across 8 Software - Infrastructure names. MSFT ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
274,467 | $32,022,064 | |
| 2 | MSFT |
Microsoft Corp
This page
|
47,541 | $17,733,743 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,708 | $3,950,775 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,392 | $3,543,879 | |
| 5 | TOST |
Toast, Inc.
|
41,230 | $1,147,018 | |
| 6 | ORCL |
Oracle Corp
|
7,147 | $1,047,392 | |
| 7 | BB |
BLACKBERRY Ltd
|
55,852 | $706,527 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,119 | $325,520 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,733,743 | 47,541 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,391,156 | 49,683 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,387,379 | 48,359 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,400,234 | 54,832 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $24,601,401 | 49,459 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,530,751 | 49,364 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,704,080 | 49,120 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,314,463 | 47,210 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $21,103,191 | 47,216 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,938,341 | 47,391 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,416,402 | 43,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,502,397 | 45,930 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,124,062 | 44,412 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $10,459,989 | 43,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,841,422 | 42,256 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,077,591 | 43,132 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,335,024 | 43,252 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,520,279 | 43,174 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,263,801 | 43,501 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,810,156 | 43,596 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,343,465 | 43,871 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,825,625 | 44,176 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,222,339 | 43,847 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,829,688 | 43,387 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,849,345 | 43,430 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||