Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$21,581,072
-$1,555,293 QoQ
Shares Held
57,855
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#1,627
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Everhart Financial Group, Inc. holds $36,241,795 across 16 Software - Infrastructure names. MSFT ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
57,855 | $21,581,072 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,553 | $2,916,744 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
23,358 | $2,725,177 | |
| 4 | ORCL |
Oracle Corp
|
14,938 | $2,189,163 | |
| 5 | NET |
Cloudflare, Inc.
|
6,822 | $1,673,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
6,719 | $1,032,172 | |
| 7 | SNPS |
Synopsys Inc
|
2,307 | $1,029,083 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,740 | $607,650 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,581,072 | 57,855 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $23,136,365 | 62,502 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $27,829,912 | 57,545 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $29,083,410 | 56,151 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,566,668 | 53,410 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $18,376,091 | 48,952 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,303,233 | 48,169 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,428,458 | 42,827 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,141,426 | 38,352 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $14,506,425 | 34,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,416,574 | 30,360 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,571,665 | 27,147 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,541,083 | 25,081 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,880,279 | 23,865 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,076,030 | 21,166 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,881,278 | 16,665 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,247,454 | 16,538 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,976,740 | 16,142 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,094,359 | 12,174 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,094,072 | 10,975 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,651,298 | 9,787 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $904,649 | 3,837 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $981,094 | 4,411 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||