CGC Financial Services, LLC

Position in MSFT — Microsoft Corp

CIK 1992785 LAKE OSWEGO, OR

Position in MSFT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$709,111

-$36,781 QoQ

Shares Held

1,901

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.32%

of 13F equity value

Holder Rank

#5,490

of 6,179 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CGC Financial Services, LLC holds $1,118,756 across 6 Software - Infrastructure names. MSFT ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	1,901	$709,111
2	ORCL	Oracle Corp	2,730	$400,081
3	CHKP	Check Point Software Technologies Ltd	39	$5,125
4	XYZ	Block, Inc.	25	$1,900
5	DBX	Dropbox, Inc.	50	$1,373
6	PLTR	Palantir Technologies Inc.	10	$1,166

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,111	1,901	-5.7%	Shares	Sole	2026-07-13
2026-03-31	$745,892	2,015	-14.3%	Shares	Sole	2026-04-14
2025-12-31	$1,137,474	2,352	+32.4%	Shares	Sole	2026-02-03
2025-09-30	$919,879	1,776	0.0%	Shares	Sole	2025-10-24
2025-06-30	$883,400	1,776	-8.9%	Shares	Sole	2025-07-28
2025-03-31	$731,635	1,949	-6.6%	Shares	Sole	2025-04-14
2024-12-31	$879,670	2,087	0.0%	Shares	Sole	2025-01-24
2024-09-30	$898,036	2,087	-13.2%	Shares	Sole	2024-10-15
2024-06-30	$1,074,467	2,404	-2.6%	Shares	Sole	2024-07-17
2024-03-31	$1,038,336	2,468	+2.2%	Shares	Sole	2024-04-23
2023-12-31	$908,136	2,415	+7.9%	Shares	Sole	2024-01-12
2023-09-30	$706,964	2,239	-26.7%	Shares	Sole	2023-10-25
2023-06-30	$1,039,668	3,053	—	Shares	Sole	2023-09-13
No filing history on record for this holder in this stock.