Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$71,759,349
+$470,530 QoQ
Shares Held
192,374
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#876
of 6,193 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. MSFT ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
192,374 | $71,759,349 | |
| 2 | ORCL |
Oracle Corp
|
117,650 | $17,241,607 | |
| 3 | PANW |
Palo Alto Networks Inc
|
29,300 | $9,991,886 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
81,766 | $9,539,639 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,202 | $418,267 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,268 | $251,263 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,759,349 | 192,374 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $71,288,819 | 192,584 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $82,482,841 | 170,553 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $85,564,304 | 165,198 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $83,505,190 | 167,880 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $61,520,790 | 163,885 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $62,151,439 | 147,453 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $62,453,311 | 145,139 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $67,590,013 | 151,225 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $61,148,706 | 145,343 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $53,949,330 | 143,467 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $36,177,372 | 114,576 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $36,743,584 | 107,898 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $32,091,249 | 111,312 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $24,741,030 | 103,165 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||