Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$86,797,650
-$984,093 QoQ
Shares Held
232,689
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#799
of 6,189 holders
Holding Since
Dec 2020
23 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, 2026Summit Financial, LLC holds $175,413,452 across 17 Software - Infrastructure names. MSFT ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
232,689 | $86,797,650 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
332,171 | $38,754,390 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,504 | $18,029,945 | |
| 4 | PANW |
Palo Alto Networks Inc
|
29,633 | $10,105,445 | |
| 5 | FTNT |
Fortinet, Inc.
|
52,057 | $7,996,996 | |
| 6 | ORCL |
Oracle Corp
|
51,423 | $7,536,040 | |
| 7 | TOST |
Toast, Inc.
|
45,336 | $1,261,247 | |
| 8 | NET |
Cloudflare, Inc.
|
4,671 | $1,145,702 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,797,650 | 232,689 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $87,781,743 | 237,139 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $107,121,830 | 221,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $112,755,643 | 217,696 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,245,181 | 185,451 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $62,165,334 | 165,602 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $54,974,137 | 130,425 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $51,163,530 | 118,902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,263,347 | 103,509 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,796,918 | 63,693 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $24,048,510 | 63,952 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,515,244 | 61,806 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,541,381 | 54,447 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,554,023 | 43,545 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10,149,662 | 42,322 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,818,976 | 50,747 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,581,074 | 48,986 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,398,851 | 49,946 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,512,544 | 43,151 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $9,595,992 | 34,038 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,121,201 | 15,213 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $445,841 | 1,891 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $420,596 | 1,891 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||