Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,068,222
+$683,929 QoQ
Shares Held
13,587
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#3,329
of 6,194 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $16,314,420 across 7 Software - Infrastructure names. MSFT ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
73,317 | $7,297,974 | |
| 2 | MSFT |
Microsoft Corp
This page
|
13,587 | $5,068,222 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,336 | $1,672,581 | |
| 4 | TOST |
Toast, Inc.
|
46,771 | $1,301,169 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,034 | $352,614 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,142 | $329,054 | |
| 7 | ORCL |
Oracle Corp
|
1,998 | $292,806 |
All Filings in MSFT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,068,222 | 13,587 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,384,293 | 11,844 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,080,428 | 10,505 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,171,212 | 9,984 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,913,913 | 9,879 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $3,652,920 | 9,731 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,923,743 | 9,309 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,845,160 | 8,936 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,880,419 | 8,682 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||