Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$124,170,151
+$11,710,284 QoQ
Shares Held
332,878
+9.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
#662
of 6,189 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $198,256,816 across 18 Software - Infrastructure names. MSFT ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
332,878 | $124,170,151 | |
| 2 | PANW |
Palo Alto Networks Inc
|
113,333 | $38,648,819 | |
| 3 | ORCL |
Oracle Corp
|
137,328 | $20,125,418 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,076 | $5,165,694 | |
| 5 | FTNT |
Fortinet, Inc.
|
15,073 | $2,315,514 | |
| 6 | NTAP |
NetApp, Inc.
|
11,289 | $1,747,085 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,146 | $1,533,743 | |
| 8 | NET |
Cloudflare, Inc.
|
5,885 | $1,443,472 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,170,151 | 332,878 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $112,459,867 | 303,806 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $142,357,415 | 294,358 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $153,066,137 | 295,523 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $148,142,625 | 297,828 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $113,060,335 | 301,181 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $165,848,869 | 393,473 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $168,843,695 | 392,386 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $175,224,065 | 392,044 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $155,816,176 | 370,356 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $138,785,082 | 369,070 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $117,035,263 | 370,658 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $78,602,421 | 230,817 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $37,477,846 | 129,996 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $26,367,249 | 109,946 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||