RETIREMENT GUYS FORMULA LLC

Pension

Position in MSFT — Microsoft Corp

CIK 1933059 MAUMEE, OH

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,265,723

+$217,573 QoQ

Shares Held

6,074

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#4,325

of 6,194 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

RETIREMENT GUYS FORMULA LLC holds $6,732,678 across 3 Software - Infrastructure names. MSFT ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	12,301	$4,194,887
2	MSFT	Microsoft Corp This page	6,074	$2,265,723
3	ACIW	Aci Worldwide, Inc.	5,410	$272,068

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,265,723	6,074	+9.8%	Shares	Sole	2026-07-30
2026-03-31	$2,048,150	5,533	+19.0%	Shares	Sole	2026-04-22
2025-12-31	$2,249,316	4,651	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$2,388,267	4,611	-2.6%	Shares	Sole	2025-10-21
2025-06-30	$2,354,241	4,733	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$1,779,723	4,741	+20.9%	Shares	Sole	2025-04-23
2024-12-31	$1,653,544	3,923	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$1,645,036	3,823	+0.2%	Shares	Sole	2024-10-21
2024-06-30	$1,704,667	3,814	-15.9%	Shares	Sole	2024-08-01
2024-03-31	$1,907,544	4,534	+24.5%	Shares	Sole	2024-04-19
2023-12-31	$1,369,537	3,642	+3.1%	Shares	Sole	2024-01-22
2023-09-30	$1,115,860	3,534	+25.9%	Shares	Sole	2023-10-13
2023-06-30	$955,895	2,807	-12.6%	Shares	Sole	2023-07-17
2023-03-31	$925,731	3,211	+9.9%	Shares	Sole	2023-04-18
2022-12-31	$700,993	2,923	+12.6%	Shares	Sole	2023-02-14
2022-09-30	$604,841	2,597	+3.8%	Shares	Sole	2022-12-16
2022-06-30	$642,331	2,501	+14.5%	Shares	Sole	2022-07-22
2022-03-31	$673,348	2,184	+3.0%	Shares	Other	2022-07-18
2021-12-31	$713,334	2,121	—	Shares	Other	2022-07-18
No filing history on record for this holder in this stock.