Mascagni Wealth Management, Inc.

Position in MSFT — Microsoft Corp

CIK 2063074 CLINTON, MS

Position in MSFT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,508,626

+$45,686 QoQ

Shares Held

9,406

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

7.81%

of 13F equity value

Holder Rank

#3,816

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mascagni Wealth Management, Inc. holds $6,813,878 across 5 Software - Infrastructure names. MSFT ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	9,406	$3,508,626
2	PLTR	Palantir Technologies Inc.	11,097	$1,294,686
3	CRWD	CrowdStrike Holdings, Inc.	5,304	$1,011,923
4	FTNT	Fortinet, Inc.	5,116	$785,919
5	XYZ	Block, Inc.	2,799	$212,724

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,508,626	9,406	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$3,462,940	9,355	+6.5%	Shares	Sole	2026-05-19
2025-12-31	$4,249,085	8,786	+1.0%	Shares	Sole	2026-02-11
2025-09-30	$4,505,129	8,698	+1.0%	Shares	Sole	2025-10-15
2025-06-30	$4,283,694	8,612	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$3,203,202	8,533	0.0%	Shares	Sole	2025-04-23
2024-12-31	$3,596,659	8,533	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.