Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$51,892,304
+$2,224,375 QoQ
Shares Held
139,114
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#1,032
of 6,179 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $99,381,771 across 17 Software - Infrastructure names. MSFT ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
139,114 | $51,892,304 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,022 | $15,636,346 | |
| 3 | CRWV |
CoreWeave, Inc.
|
103,081 | $10,260,682 | |
| 4 | ORCL |
Oracle Corp
|
68,384 | $10,021,675 | |
| 5 | PANW |
Palo Alto Networks Inc
|
19,703 | $6,719,117 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
33,600 | $1,602,594 | |
| 7 | NET |
Cloudflare, Inc.
|
2,897 | $710,576 | |
| 8 | XYZ |
Block, Inc.
|
8,007 | $608,532 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,892,304 | 139,114 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49,667,929 | 134,176 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $62,011,690 | 128,224 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $64,761,878 | 125,035 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $61,217,740 | 123,073 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $46,477,035 | 123,810 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $53,018,377 | 125,785 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $52,818,464 | 122,748 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,969,212 | 120,750 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $55,107,166 | 130,983 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $17,275,277 | 45,940 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $14,029,719 | 44,433 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $13,293,319 | 39,036 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,516,607 | 36,478 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||