Sherman Asset Management, Inc.

Position in MSFT — Microsoft Corp

CIK 1736535 VENTURA, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,901,282

-$581,078 QoQ

Shares Held

5,097

-24.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.84%

of 13F equity value

Holder Rank

#4,544

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sherman Asset Management, Inc. holds $4,330,239 across 5 Software - Infrastructure names. MSFT ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp	15,714	$2,302,886
2	MSFT	Microsoft Corp This page	5,097	$1,901,282
3	PANW	Palo Alto Networks Inc	323	$110,149
4	PLTR	Palantir Technologies Inc.	78	$9,100
5	OKTA	Okta, Inc.	50	$6,822

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,901,282	5,097	-24.0%	Shares	Sole	2026-08-05
2026-03-31	$2,482,360	6,706	-8.1%	Shares	Sole	2026-05-05
2025-12-31	$3,530,426	7,300	-7.2%	Shares	Sole	2026-02-05
2025-09-30	$4,075,230	7,868	-1.5%	Shares	Sole	2025-11-05
2025-06-30	$3,972,316	7,986	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,998,239	7,987	-0.1%	Shares	Sole	2025-04-14
2024-12-31	$3,368,206	7,991	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.