Ritter Daniher Financial Advisory LLC / DE
Position in MSFT — Microsoft Corp
CIK 1936603
CINCINNATI, OH
Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,983,480
-$39,897 QoQ
Shares Held
10,679
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#3,649
of 6,193 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $4,579,356 across 9 Software - Infrastructure names. MSFT ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,679 | $3,983,480 | |
| 2 | ORCL |
Oracle Corp
|
2,304 | $337,651 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
1,328 | $174,539 | |
| 4 | CRWV |
CoreWeave, Inc.
|
320 | $31,852 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
199 | $23,217 | |
| 6 | FTNT |
Fortinet, Inc.
|
140 | $21,506 | |
| 7 | STNE |
StoneCo Ltd.
|
400 | $4,336 | |
| 8 | FIVN |
Five9, Inc.
|
120 | $2,558 |
All Filings in MSFT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,983,480 | 10,679 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,023,377 | 10,869 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,190,209 | 10,732 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,636,849 | 10,883 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,238,139 | 6,510 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,424,644 | 6,459 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,746,494 | 6,516 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,687,223 | 6,245 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,012,889 | 6,741 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,822,189 | 6,708 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,513,827 | 6,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,186,253 | 6,924 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,327,250 | 6,834 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,068,264 | 7,174 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,324,286 | 5,522 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,061,325 | 4,557 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,157,275 | 4,506 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||