Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,763,358
-$63,345 QoQ
Shares Held
23,493
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#2,584
of 6,223 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, 2026Ethos Financial Group, LLC holds $17,883,391 across 10 Software - Infrastructure names. MSFT ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
23,493 | $8,763,358 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,140 | $3,651,624 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,800 | $1,295,876 | |
| 4 | GCT |
GigaCloud Technology Inc
|
28,137 | $889,129 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,251 | $845,974 | |
| 6 | ORCL |
Oracle Corp
|
5,120 | $750,336 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,405 | $676,696 | |
| 8 | OKTA |
Okta, Inc.
|
4,495 | $613,342 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,763,358 | 23,493 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,826,703 | 23,845 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,396,988 | 23,566 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,559,090 | 22,317 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,255,393 | 22,628 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,729,590 | 41,902 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,610,586 | 13,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,605,087 | 13,026 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,779,063 | 12,930 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,809,722 | 13,809 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,119,408 | 13,614 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,102,855 | 12,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,902,247 | 11,459 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,303,629 | 11,459 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,663,920 | 11,108 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||