CMC Financial Group

Position in MSFT — Microsoft Corp

CIK 1770940 ATLANTA, GA

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$884,430

+$8,978 QoQ

Shares Held

2,371

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.16%

of 13F equity value

Holder Rank

#5,338

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CMC Financial Group holds $1,458,827 across 3 Software - Infrastructure names. MSFT ranks #1 (60.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	2,371	$884,430
2	CRWD	CrowdStrike Holdings, Inc.	1,724	$328,913
3	FTNT	Fortinet, Inc.	1,598	$245,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,430	2,371	+0.3%	Shares	Sole	2026-08-13
2026-03-31	$875,452	2,365	+0.3%	Shares	Sole	2026-05-08
2025-12-31	$1,140,859	2,359	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$1,232,203	2,379	-1.2%	Shares	Sole	2025-12-01
2025-06-30	$1,198,260	2,409	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$910,696	2,426	+0.8%	Shares	Sole	2025-04-11
2024-12-31	$1,014,129	2,406	-3.0%	Shares	Sole	2025-02-11
2024-09-30	$1,067,574	2,481	-20.9%	Shares	Sole	2024-11-05
2024-06-30	$1,401,188	3,135	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$1,307,177	3,107	-8.0%	Shares	Sole	2024-05-03
2023-12-31	$1,269,511	3,376	-29.9%	Shares	Sole	2024-01-17
2023-09-30	$1,521,283	4,818	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,639,700	4,815	-13.9%	Shares	Sole	2023-07-28
2023-03-31	$1,611,885	5,591	-9.7%	Shares	Sole	2023-05-01
2022-12-31	$1,484,245	6,189	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$1,439,787	6,182	-7.1%	Shares	Sole	2022-11-14
2022-06-30	$1,708,689	6,653	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$2,050,261	6,650	-7.0%	Shares	Sole	2022-05-09
2021-12-31	$2,405,696	7,153	-2.9%	Shares	Sole	2022-02-01
2021-09-30	$2,077,750	7,370	+0.5%	Shares	Sole	2021-10-21
2021-06-30	$1,986,238	7,332	-1.8%	Shares	Sole	2021-08-11
2021-03-31	$1,760,494	7,467	-1.3%	Shares	Sole	2021-04-28
2020-12-31	$1,682,607	7,565	-10.8%	Shares	Sole	2021-01-25
2020-09-30	$1,783,598	8,480	-1.0%	Shares	Sole	2020-11-04
2020-06-30	$1,743,470	8,567	-18.5%	Shares	Sole	2020-08-13
2020-03-31	$1,658,478	10,516	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.