Morling Financial Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1905198 FREMONT, CA

Position in MSFT

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

Position Value

$618,094

-$31,924 QoQ

Shares Held

1,657

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#5,615

of 6,189 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Morling Financial Advisors, LLC holds $1,958,310 across 3 Software - Infrastructure names. MSFT ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	4,344	$828,770
2	MSFT	Microsoft Corp This page	1,657	$618,094
3	DOCN	DigitalOcean Holdings, Inc.	3,257	$511,446

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,094	1,657	-5.6%	Shares	Sole	2026-08-06
2026-03-31	$650,018	1,756	-27.8%	Shares	Sole	2026-05-06
2025-12-31	$1,175,680	2,431	+1.5%	Shares	Sole	2026-02-06
2025-09-30	$1,239,972	2,394	-16.1%	Shares	Sole	2025-11-04
2025-06-30	$1,420,105	2,855	-41.3%	Shares	Sole	2025-08-11
2025-03-31	$1,826,272	4,865	+59.9%	Shares	Sole	2025-05-06
2024-12-31	$1,282,624	3,043	-10.2%	Shares	Sole	2025-02-07
2024-09-30	$1,457,856	3,388	+4.8%	Shares	Sole	2024-10-18
2024-06-30	$1,445,436	3,234	+11.1%	Shares	Sole	2024-08-07
2024-03-31	$1,225,136	2,912	+3.4%	Shares	Sole	2024-05-13
2023-12-31	$1,058,928	2,816	+3.2%	Shares	Sole	2024-02-02
2023-09-30	$861,366	2,728	-6.3%	Shares	Sole	2023-11-08
2023-06-30	$991,311	2,911	-20.4%	Shares	Sole	2023-07-28
2023-03-31	$1,054,889	3,659	+35.3%	Shares	Sole	2023-05-02
2022-12-31	$648,713	2,705	+9.3%	Shares	Sole	2023-02-03
2022-09-30	$576,427	2,475	0.0%	Shares	Sole	2022-11-01
2022-06-30	$635,654	2,475	+11.8%	Shares	Sole	2022-08-01
2022-03-31	$682,598	2,214	+0.5%	Shares	Sole	2022-05-06
2021-12-31	$741,249	2,204	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.