Advisory Resource Group

Position in MSFT — Microsoft Corp

CIK 1764968 Tulsa, OK

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,232,964

+$1,510,563 QoQ

Shares Held

8,667

+86.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#3,889

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Resource Group holds $9,166,328 across 5 Software - Infrastructure names. MSFT ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,667	$3,232,964
2	PANW	Palo Alto Networks Inc	7,369	$2,512,976
3	NET	Cloudflare, Inc.	7,890	$1,935,259
4	BB	BLACKBERRY Ltd	74,162	$938,149
5	CRWD	CrowdStrike Holdings, Inc.	11,468	$546,980

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,232,964	8,667	+86.3%	Shares	Sole	2026-07-14
2026-03-31	$1,722,401	4,653	-41.0%	Shares	Sole	2026-05-15
2025-12-31	$3,810,925	7,880	+4.6%	Shares	Sole	2026-02-12
2025-09-30	$3,903,271	7,536	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$3,758,927	7,557	-0.8%	Shares	Sole	2025-08-08
2025-03-31	$2,858,594	7,615	+2.8%	Shares	Sole	2025-04-21
2024-12-31	$3,122,050	7,407	+3.7%	Shares	Sole	2025-01-28
2024-09-30	$3,072,772	7,141	-0.9%	Shares	Sole	2024-11-20
2024-06-30	$3,221,168	7,207	-1.1%	Shares	Sole	2024-07-24
2024-03-31	$3,066,207	7,288	+1.1%	Shares	Sole	2024-05-17
2023-12-31	$2,711,624	7,211	-2.9%	Shares	Sole	2024-01-11
2023-09-30	$2,345,391	7,428	-5.5%	Shares	Sole	2023-12-05
2023-06-30	$2,676,984	7,861	-2.1%	Shares	Sole	2023-07-11
2023-03-31	$2,315,913	8,033	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$1,883,306	7,853	+2.8%	Shares	Sole	2023-01-27
2022-09-30	$1,779,356	7,640	+4.2%	Shares	Sole	2022-10-11
2022-06-30	$1,883,591	7,334	+5.7%	Shares	Sole	2022-07-21
2022-03-31	$2,139,363	6,939	+5.3%	Shares	Sole	2022-04-06
2021-12-31	$2,216,685	6,591	+24.0%	Shares	Sole	2022-02-08
2021-09-30	$1,498,404	5,315	-13.1%	Shares	Sole	2021-10-26
2021-06-30	$1,657,637	6,119	+22.4%	Shares	Sole	2021-08-19
2021-03-31	$1,179,085	5,001	0.0%	Shares	Sole	2021-05-24
2020-12-31	$1,112,322	5,001	+0.1%	Shares	Sole	2021-02-23
2020-09-30	$1,050,598	4,995	-27.9%	Shares	Sole	2020-12-09
2020-06-30	$1,409,306	6,925	+42.2%	Shares	Sole	2020-08-19
2020-03-31	$768,205	4,871	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.