Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,317,999
-$510,641 QoQ
Shares Held
38,384
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#2,037
of 6,179 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$149,208
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Berger Financial Group, Inc holds $50,144,693 across 8 Software - Infrastructure names. MSFT ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
38,384 | $14,317,999 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,912 | $13,719,730 | |
| 3 | FFIV |
F5, Inc.
|
22,293 | $9,272,996 | |
| 4 | NTAP |
NetApp, Inc.
|
33,808 | $5,232,126 | |
| 5 | FTNT |
Fortinet, Inc.
|
23,599 | $3,625,278 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,247 | $2,471,371 | |
| 7 | ORCL |
Oracle Corp
|
6,803 | $996,979 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,356 | $508,214 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,208 | 400 | Call | Sole | 2026-08-04 | |
| 2026-06-30 | $14,317,999 | 38,384 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,828,640 | 40,059 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,387,358 | 40,088 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,996,139 | 40,537 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $20,175,447 | 40,561 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,432,282 | 41,110 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $24,253,953 | 57,542 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,263,343 | 58,711 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,555,605 | 52,703 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,854,300 | 51,945 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $14,415,493 | 38,335 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,990,922 | 37,976 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,955,503 | 38,044 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,904,082 | 37,822 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $9,126,829 | 38,057 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $9,479,262 | 40,701 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,057,462 | 39,160 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,851,128 | 38,439 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,467,382 | 37,070 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,853,475 | 24,310 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,230,970 | 23,001 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,406,441 | 22,931 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,020,241 | 22,571 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||