Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,857,533
-$91,469 QoQ
Shares Held
15,703
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#3,100
of 6,179 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $6,482,073 across 26 Software - Infrastructure names. MSFT ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,703 | $5,857,533 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,019 | $347,499 | |
| 3 | NET |
Cloudflare, Inc.
|
440 | $107,923 | |
| 4 | FTNT |
Fortinet, Inc.
|
438 | $67,285 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
338 | $39,434 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
460 | $21,940 | |
| 7 | ORCL |
Oracle Corp
|
108 | $15,827 | |
| 8 | NTNX |
Nutanix, Inc.
|
100 | $5,096 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,857,533 | 15,703 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,949,002 | 16,071 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,943,942 | 16,426 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,408,400 | 16,234 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,629,771 | 15,339 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,668,389 | 15,100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,217,546 | 14,751 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,486,342 | 15,074 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,370,825 | 14,254 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,128,628 | 14,567 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,584,946 | 14,852 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,382,610 | 13,880 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,596,949 | 13,499 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,942,502 | 13,675 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,903,021 | 12,105 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,141,821 | 13,490 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,281,260 | 12,776 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,948,217 | 12,806 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,288,080 | 12,750 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,568,543 | 12,658 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,513,302 | 12,969 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,108,863 | 13,186 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,126,780 | 14,058 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,925,269 | 13,908 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||