Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$43,681,388
-$5,085,918 QoQ
Shares Held
117,102
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.61%
of 13F equity value
Holder Rank
#1,131
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, 2026KMG FIDUCIARY PARTNERS, LLC holds $74,954,923 across 6 Software - Infrastructure names. MSFT ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
117,102 | $43,681,388 | |
| 2 | FTNT |
Fortinet, Inc.
|
64,550 | $9,916,171 | |
| 3 | ORCL |
Oracle Corp
|
65,350 | $9,577,042 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,687 | $6,031,620 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
42,464 | $4,954,274 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
16,656 | $794,428 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,681,388 | 117,102 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $48,767,306 | 131,743 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,689,116 | 127,557 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $67,416,372 | 130,160 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $63,912,210 | 128,490 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $47,495,844 | 126,524 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $51,739,968 | 122,752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $52,107,608 | 121,096 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $52,287,786 | 116,988 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $48,731,576 | 115,829 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $42,759,508 | 113,710 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $35,525,348 | 112,511 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $36,996,606 | 108,641 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $31,328,119 | 108,665 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $25,771,057 | 107,460 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $24,487,571 | 105,142 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $28,046,349 | 109,202 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $33,311,353 | 108,045 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $35,731,982 | 106,244 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $30,073,534 | 106,674 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $27,710,631 | 102,291 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $23,910,378 | 101,414 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $21,896,359 | 98,446 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $19,753,352 | 93,916 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $19,940,520 | 97,983 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $15,029,920 | 95,301 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||