Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,510,491
-$1,295,825 QoQ
Shares Held
84,474
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,347
of 6,223 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)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$11,560
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Larson Financial Group LLC holds $67,315,543 across 79 Software - Infrastructure names. MSFT ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
84,474 | $31,510,491 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
88,594 | $10,336,261 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
52,364 | $9,990,265 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,266 | $2,477,851 | |
| 5 | ORCL |
Oracle Corp
|
11,598 | $1,699,686 | |
| 6 | NET |
Cloudflare, Inc.
|
6,199 | $1,520,490 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,262 | $1,115,588 | |
| 8 | SNPS |
Synopsys Inc
|
2,358 | $1,051,833 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,510,491 | 84,474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,806,316 | 88,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,468,102 | 79,542 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,212,407 | 81,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,119,924 | 72,616 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,560 | 800 | Put | Sole | 2025-05-02 | |
| 2025-03-31 | $23,297,454 | 62,062 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,218,731 | 50,341 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,618,616 | 38,621 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $318,793 | 4,000 | Call | Sole | 2024-11-12 | |
| 2024-06-30 | $14,111,999 | 31,574 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,576,480 | 25,139 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,952,008 | 23,806 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,949,973 | 22,011 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,790,027 | 19,939 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,571,109 | 19,324 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,470,484 | 18,641 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,348,869 | 14,379 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,708,946 | 6,654 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,936,803 | 6,282 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,388,544 | 7,102 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,385,072 | 4,913 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,842,932 | 6,803 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,114,956 | 4,729 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,084,742 | 4,877 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $967,097 | 4,598 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,034,237 | 5,082 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $611,914 | 3,880 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||