Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,642,327
+$647,168 QoQ
Shares Held
31,211
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#2,259
of 6,194 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, 2026Magnus Financial Group LLC holds $27,531,321 across 7 Software - Infrastructure names. MSFT ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
31,211 | $11,642,327 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,737 | $9,458,871 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,238 | $3,177,857 | |
| 4 | ORCL |
Oracle Corp
|
7,615 | $1,115,978 | |
| 5 | SWMR |
Swarmer, Inc
|
20,000 | $886,200 | |
| 6 | CRWV |
CoreWeave, Inc.
|
7,307 | $727,338 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
10,960 | $522,750 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,642,327 | 31,211 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $10,995,159 | 29,703 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $16,067,307 | 33,223 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $16,399,332 | 31,662 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,457,513 | 31,076 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,214,776 | 29,875 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $12,639,520 | 29,987 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,765,710 | 29,667 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,058,985 | 29,218 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,254,311 | 29,127 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,733,309 | 28,543 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,441,576 | 26,735 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,037,931 | 26,540 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,398,354 | 25,662 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,434,800 | 22,662 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,164,324 | 22,174 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,724,483 | 22,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,086,964 | 19,743 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,630,117 | 13,767 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,857,793 | 13,684 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,877,662 | 14,314 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,272,251 | 13,879 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,996,888 | 31,458 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $6,630,653 | 31,525 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,952,967 | 39,079 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,017,109 | 38,153 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||