Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,864,753
+$739,721 QoQ
Shares Held
21,084
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#2,706
of 6,189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Stiles Financial Services Inc holds $14,587,125 across 7 Software - Infrastructure names. MSFT ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,084 | $7,864,753 | |
| 2 | SNPS |
Synopsys Inc
|
6,630 | $2,957,444 | |
| 3 | ORCL |
Oracle Corp
|
9,049 | $1,326,130 | |
| 4 | FTNT |
Fortinet, Inc.
|
6,922 | $1,063,357 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,719 | $550,565 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,298 | $442,643 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,840 | $382,233 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,864,753 | 21,084 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,125,032 | 19,248 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,782,539 | 18,160 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,265,089 | 17,888 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,623,597 | 17,337 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,181,171 | 16,466 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,691,312 | 15,875 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,670,080 | 15,501 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,762,800 | 15,131 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,290,184 | 14,951 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,456,340 | 14,510 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,247,784 | 13,453 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,444,047 | 13,050 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,841,309 | 13,324 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,103,030 | 12,939 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,075,211 | 13,204 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,227,582 | 12,567 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,919,236 | 12,712 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,029,449 | 11,981 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||