CX Institutional

Position in MSFT — Microsoft Corp

CIK 1737089 AUBURN, IN

Position in MSFT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$44,289,037

-$709,568 QoQ

Shares Held

118,731

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#13

of 151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Jun 30, 2026

CX Institutional holds $82,934,434 across 34 Software - Infrastructure names. MSFT ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	118,731	$44,289,037
2	TDC	Teradata Corp /De/	350,870	$12,157,645
3	VRSN	Verisign Inc/Ca	33,004	$8,302,486
4	EEFT	Euronet Worldwide, Inc.	86,453	$6,327,495
5	ORCL	Oracle Corp	15,908	$2,331,317
6	PANW	Palo Alto Networks Inc	6,717	$2,290,631
7	FTNT	Fortinet, Inc.	7,686	$1,180,723
8	SNPS	Synopsys Inc	2,234	$996,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,289,037	118,731	-2.3%	Shares	Sole	2026-07-02
2026-03-31	$44,998,605	121,562	+11.3%	Shares	Sole	2026-04-06
2025-12-31	$52,811,304	109,200	-2.5%	Shares	Sole	2026-02-02
2025-09-30	$57,982,430	111,946	+21.2%	Shares	Sole	2025-10-23
2025-06-30	$45,950,735	92,380	+9.7%	Shares	Sole	2025-07-16
2025-03-31	$31,598,828	84,176	+7.4%	Shares	Sole	2025-04-15
2024-12-31	$33,046,443	78,402	+16.5%	Shares	Sole	2025-01-21
2024-09-30	$28,967,796	67,320	+4.9%	Shares	Sole	2024-10-11
2024-06-30	$28,673,630	64,154	-0.0%	Shares	Sole	2024-07-11
2024-03-31	$26,999,706	64,175	+3.9%	Shares	Sole	2024-04-15
2023-12-31	$23,231,751	61,780	-1.8%	Shares	Sole	2024-01-12
2023-09-30	$19,863,832	62,910	-14.0%	Shares	Sole	2023-10-18
2023-06-30	$24,919,014	73,175	+5.9%	Shares	Sole	2023-07-26
2023-03-31	$19,917,782	69,087	+43.3%	Shares	Sole	2023-05-04
2022-12-31	$11,561,242	48,208	+21.7%	Shares	Sole	2023-02-03
2022-09-30	$9,222,607	39,599	+5.1%	Shares	Sole	2022-11-04
2022-06-30	$9,675,813	37,674	+11.3%	Shares	Sole	2022-08-02
2022-03-31	$10,439,993	33,862	+4.4%	Shares	Sole	2022-05-09
2021-12-31	$10,909,211	32,437	-0.6%	Shares	Sole	2022-01-18
2021-09-30	$9,198,485	32,628	-1.3%	Shares	Sole	2021-11-10
2021-06-30	$8,951,619	33,044	+0.0%	Shares	Sole	2021-08-04
2021-03-31	$7,787,718	33,031	+1.6%	Shares	Sole	2021-04-15
2020-12-31	$7,231,096	32,511	+6.4%	Shares	Sole	2021-01-12
2020-09-30	$6,424,950	30,547	+8.9%	Shares	Sole	2020-10-13
2020-06-30	$5,706,827	28,042	+8.8%	Shares	Sole	2020-08-06
2020-03-31	$4,066,236	25,783	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.