Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$28,376,377
+$1,188,131 QoQ
Shares Held
76,072
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#1,427
of 6,193 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, 2026Zhang Financial LLC holds $34,644,615 across 6 Software - Infrastructure names. MSFT ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
76,072 | $28,376,377 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,638 | $2,263,690 | |
| 3 | FTNT |
Fortinet, Inc.
|
8,681 | $1,333,575 | |
| 4 | ORCL |
Oracle Corp
|
7,434 | $1,089,452 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,290 | $967,194 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,220 | $614,327 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,376,377 | 76,072 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $27,188,246 | 73,448 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,851,339 | 67,928 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,602,880 | 62,946 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $30,917,015 | 62,156 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $23,060,583 | 61,431 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $25,046,373 | 59,422 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $25,285,288 | 58,762 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,777,394 | 57,674 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $24,110,621 | 57,308 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $21,504,223 | 57,186 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $17,741,045 | 56,187 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,649,673 | 54,765 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $15,292,008 | 53,042 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,111,678 | 54,673 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $12,916,634 | 55,460 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $13,985,420 | 54,454 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $15,787,321 | 51,206 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,282,260 | 48,413 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,149,580 | 14,719 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,303,896 | 12,196 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,609,266 | 11,067 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,329,627 | 10,474 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,019,798 | 9,603 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,054,840 | 10,097 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,771,556 | 11,233 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||