Clark Asset Management, LLC

Position in MSFT — Microsoft Corp

CIK 2062026 STRATHAM, NH

Position in MSFT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$9,133,394

-$25,352 QoQ

Shares Held

24,485

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.58%

of 13F equity value

Holder Rank

#2,517

of 6,179 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clark Asset Management, LLC holds $10,734,839 across 6 Software - Infrastructure names. MSFT ranks #1 (85.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	24,485	$9,133,394
2	WEX	WEX Inc.	3,265	$460,658
3	ORCL	Oracle Corp	2,616	$383,374
4	PANW	Palo Alto Networks Inc	1,035	$352,955
5	SNPS	Synopsys Inc	627	$279,685
6	CRWD	CrowdStrike Holdings, Inc.	2,616	$124,773

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,133,394	24,485	-1.0%	Shares	Sole	2026-07-07
2026-03-31	$9,158,746	24,742	+11.8%	Shares	Sole	2026-04-16
2025-12-31	$10,706,863	22,139	+12.3%	Shares	Sole	2026-01-27
2025-09-30	$10,211,902	19,716	+4.0%	Shares	Sole	2025-10-20
2025-06-30	$9,427,411	18,953	+78.4%	Shares	Sole	2025-08-01
2025-03-31	$3,987,767	10,623	+10.1%	Shares	Sole	2025-04-28
2024-12-31	$4,065,367	9,645	-6.0%	Shares	Sole	2025-04-02
2024-09-30	$4,414,447	10,259	+19.3%	Shares	Sole	2025-04-28
2024-06-30	$3,841,982	8,596	+16.0%	Shares	Sole	2025-04-28
2024-03-31	$3,117,114	7,409	+0.2%	Shares	Sole	2025-04-28
2023-12-31	$2,780,439	7,394	+4.6%	Shares	Sole	2025-04-28
2023-09-30	$2,232,984	7,072	+60.0%	Shares	Sole	2025-04-28
2023-06-30	$1,504,845	4,419	+4.8%	Shares	Sole	2025-04-28
2023-03-31	$1,216,049	4,218	+67.2%	Shares	Sole	2025-04-28
2022-12-31	$604,825	2,522	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.