Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$22,136,498
-$233,615 QoQ
Shares Held
59,344
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.06%
of 13F equity value
Holder Rank
#1,605
of 6,189 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, 2026Cooper Financial Group holds $31,400,421 across 8 Software - Infrastructure names. MSFT ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
59,344 | $22,136,498 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,035 | $2,399,075 | |
| 3 | ORCL |
Oracle Corp
|
15,852 | $2,323,110 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,734 | $1,369,005 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,363 | $1,284,724 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,612 | $840,026 | |
| 7 | SNPS |
Synopsys Inc
|
1,698 | $757,426 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,919 | $290,557 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,136,498 | 59,344 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $22,370,113 | 60,432 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $29,877,076 | 61,778 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $31,291,431 | 60,414 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $29,035,811 | 58,374 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $21,634,476 | 57,632 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,020,222 | 54,615 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $21,672,920 | 50,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,298,335 | 49,890 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $20,786,092 | 49,406 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,632,891 | 46,891 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $14,367,888 | 45,504 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $15,035,522 | 44,152 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $11,674,996 | 40,496 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,972,674 | 41,584 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,453,178 | 40,589 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $9,920,058 | 38,625 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,141,090 | 36,136 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,926,579 | 35,462 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,720,853 | 38,028 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $10,107,820 | 37,312 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $8,039,521 | 34,099 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,190,394 | 41,320 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,866,222 | 32,645 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,621,401 | 32,536 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,530,850 | 28,729 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||