Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,242,982
+$2,223,306 QoQ
Shares Held
51,587
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#1,734
of 6,215 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, 2026Symphony Financial, Ltd. Co. holds $31,682,085 across 9 Software - Infrastructure names. MSFT ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
51,587 | $19,242,982 | |
| 2 | ORCL |
Oracle Corp
|
25,170 | $3,688,663 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,084 | $3,097,825 | |
| 4 | FTNT |
Fortinet, Inc.
|
17,662 | $2,713,236 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,982 | $1,397,939 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,612 | $879,900 | |
| 7 | SNPS |
Synopsys Inc
|
603 | $268,980 | |
| 8 | VRSN |
Verisign Inc/Ca
|
797 | $200,493 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,242,982 | 51,587 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $17,019,676 | 45,978 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,034,084 | 43,493 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,871,246 | 51,880 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $27,626,648 | 55,541 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,977,257 | 10,595 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,648,846 | 44,244 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,663,419 | 45,697 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,070,015 | 42,667 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,960,382 | 35,559 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $15,688,012 | 41,719 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,568,764 | 36,639 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,824,570 | 34,723 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $10,531,022 | 36,528 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $10,764,800 | 44,887 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,669,542 | 41,518 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $10,654,335 | 41,484 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $14,427,674 | 46,796 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,137,116 | 36,088 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,582,772 | 30,444 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,768,275 | 39,750 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $11,587,623 | 49,148 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $9,918,152 | 44,592 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,079,315 | 43,167 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,537,089 | 46,863 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,399,083 | 40,575 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||