Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,127,093
+$255,115 QoQ
Shares Held
11,064
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#3,609
of 6,194 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Marshall Financial Group, LLC holds $9,908,908 across 8 Software - Infrastructure names. MSFT ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,064 | $4,127,093 | |
| 2 | FTNT |
Fortinet, Inc.
|
11,627 | $1,786,139 | |
| 3 | PATH |
UiPath, Inc.
|
163,036 | $1,772,201 | |
| 4 | FFIV |
F5, Inc.
|
2,614 | $1,087,319 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,302 | $444,008 | |
| 6 | NTAP |
NetApp, Inc.
|
2,340 | $362,138 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,078 | $242,440 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,836 | $87,570 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,127,093 | 11,064 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,871,978 | 10,460 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,033,033 | 10,407 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,901,004 | 11,393 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,663,510 | 11,386 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,422,094 | 11,780 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,898,673 | 11,622 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,848,190 | 11,267 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,152,165 | 9,290 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,930,786 | 9,343 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,433,245 | 9,130 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,974,049 | 9,419 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,287,913 | 9,655 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,732,219 | 9,477 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,455,996 | 10,241 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,310,833 | 9,922 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,524,895 | 9,831 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,868,516 | 9,304 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,042,350 | 9,046 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,256,487 | 8,004 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,058,840 | 7,600 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,009,467 | 8,523 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,756,895 | 7,899 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||