Mattson Financial Services, LLC

Position in MSFT — Microsoft Corp

CIK 2034595 KENTWOOD, MI

Position in MSFT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$9,844,370

-$734,348 QoQ

Shares Held

26,391

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#2,431

of 6,189 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mattson Financial Services, LLC holds $30,607,350 across 6 Software - Infrastructure names. MSFT ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	63,708	$12,154,530
2	MSFT	Microsoft Corp This page	26,391	$9,844,370
3	PANW	Palo Alto Networks Inc	17,282	$5,893,507
4	SNPS	Synopsys Inc	3,828	$1,707,555
5	FTNT	Fortinet, Inc.	4,759	$731,077
6	OKTA	Okta, Inc.	2,025	$276,311

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,844,370	26,391	-7.7%	Shares	Sole	2026-08-04
2026-03-31	$10,578,718	28,578	+8.4%	Shares	Sole	2026-05-11
2025-12-31	$12,750,641	26,365	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$13,483,792	26,033	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$12,772,991	25,679	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$9,730,854	25,922	+29.0%	Shares	Sole	2025-05-22
2024-12-31	$8,467,091	20,088	+2.4%	Shares	Sole	2025-03-10
2024-09-30	$8,439,471	19,613	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$8,825,026	19,745	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.