Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,478,131
+$155,201 QoQ
Shares Held
28,090
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#2,364
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, 2026Souders Financial Advisors holds $12,930,516 across 6 Software - Infrastructure names. MSFT ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,090 | $10,478,131 | |
| 2 | ORCL |
Oracle Corp
|
5,263 | $771,292 | |
| 3 | NET |
Cloudflare, Inc.
|
2,261 | $554,578 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,339 | $456,625 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,988 | $348,609 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,684 | $321,281 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,478,131 | 28,090 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,322,930 | 27,887 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,348,753 | 25,534 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,817,190 | 24,746 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,944,803 | 24,014 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,589,298 | 22,881 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,644,139 | 25,253 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,133,169 | 28,197 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,603,543 | 28,199 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $11,570,641 | 27,502 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,774,674 | 28,653 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,171,906 | 29,048 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $10,263,194 | 30,138 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,151,795 | 31,744 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,615,963 | 31,757 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,013,550 | 30,114 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,484,539 | 29,142 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $8,460,951 | 27,443 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,787,825 | 23,156 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,645,418 | 23,572 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,163,787 | 22,753 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,159,826 | 21,885 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,628,782 | 20,811 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,283,580 | 20,366 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,284,699 | 21,054 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,295,823 | 20,898 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||