Montis Financial, LLC

Position in MSFT — Microsoft Corp

CIK 1844314 WALTHAM, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,961,845

+$321,594 QoQ

Shares Held

10,621

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#3,650

of 6,189 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Montis Financial, LLC holds $5,032,268 across 5 Software - Infrastructure names. MSFT ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,621	$3,961,845
2	PLTR	Palantir Technologies Inc.	3,062	$357,243
3	FTNT	Fortinet, Inc.	1,792	$275,287
4	ORCL	Oracle Corp	1,529	$224,074
5	PANW	Palo Alto Networks Inc	627	$213,819

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,961,845	10,621	+8.0%	Shares	Sole	2026-08-06
2026-03-31	$3,640,251	9,834	-5.9%	Shares	Sole	2026-05-11
2025-12-31	$5,055,763	10,454	+7.1%	Shares	Sole	2026-02-11
2025-09-30	$5,057,263	9,764	+34.5%	Shares	Sole	2025-10-28
2025-06-30	$3,610,201	7,258	-15.5%	Shares	Sole	2025-07-17
2025-03-31	$3,225,726	8,593	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$3,644,710	8,647	+13.6%	Shares	Sole	2025-02-10
2024-09-30	$3,274,583	7,610	+6.8%	Shares	Sole	2024-10-10
2024-06-30	$3,184,071	7,124	-4.6%	Shares	Sole	2024-08-07
2024-03-31	$3,142,357	7,469	-1.0%	Shares	Sole	2024-04-16
2023-12-31	$2,835,717	7,541	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$2,368,440	7,501	+10.9%	Shares	Sole	2023-10-31
2023-06-30	$2,303,753	6,765	-2.1%	Shares	Sole	2023-07-31
2023-03-31	$1,993,017	6,913	-1.6%	Shares	Sole	2023-05-11
2022-12-31	$1,684,975	7,026	+1.8%	Shares	Sole	2023-02-02
2022-09-30	$1,607,010	6,900	+2.0%	Shares	Sole	2022-10-25
2022-06-30	$1,736,684	6,762	-3.2%	Shares	Sole	2022-07-27
2022-03-31	$2,154,778	6,989	-2.6%	Shares	Sole	2022-05-02
2021-12-31	$2,412,087	7,172	-0.6%	Shares	Sole	2022-01-24
2021-09-30	$2,034,616	7,217	+0.6%	Shares	Sole	2021-10-26
2021-06-30	$1,942,894	7,172	+2.9%	Shares	Sole	2021-07-26
2021-03-31	$1,642,845	6,968	+0.5%	Shares	Sole	2021-05-04
2020-12-31	$1,541,593	6,931	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.