Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,288,810
+$628,343 QoQ
Shares Held
19,540
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#2,797
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Financial Private Client, LLC holds $15,998,429 across 8 Software - Infrastructure names. MSFT ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
19,540 | $7,288,810 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,341 | $2,844,447 | |
| 3 | FTNT |
Fortinet, Inc.
|
15,934 | $2,447,780 | |
| 4 | ORCL |
Oracle Corp
|
8,010 | $1,173,865 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,567 | $882,841 | |
| 6 | SNPS |
Synopsys Inc
|
1,523 | $679,364 | |
| 7 | NET |
Cloudflare, Inc.
|
1,618 | $396,862 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,964 | $284,460 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,288,810 | 19,540 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,660,467 | 17,993 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,861,726 | 16,256 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,278,394 | 15,983 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $7,740,196 | 15,561 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $5,842,194 | 15,563 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,653,377 | 15,785 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,843,060 | 15,903 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,734,195 | 15,067 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,316,690 | 15,014 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,671,059 | 15,081 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $4,654,786 | 14,742 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $5,019,219 | 14,739 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $4,348,140 | 15,082 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $3,578,833 | 14,923 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $3,410,121 | 14,642 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $3,732,767 | 14,534 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $4,301,232 | 13,951 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $4,394,357 | 13,066 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $4,051,190 | 14,370 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $3,945,116 | 14,563 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $3,150,358 | 13,362 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $2,878,559 | 12,942 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $2,643,006 | 12,566 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $2,596,380 | 12,758 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $2,020,107 | 12,809 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||