Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,088,219
+$2,305,338 QoQ
Shares Held
37,768
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#2,058
of 6,194 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Brookwood Investment Group LLC holds $19,767,003 across 8 Software - Infrastructure names. MSFT ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,768 | $14,088,219 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,367 | $2,512,294 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,749 | $1,137,415 | |
| 4 | ORCL |
Oracle Corp
|
5,996 | $878,713 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
14,800 | $705,904 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,532 | $235,345 | |
| 7 | NET |
Cloudflare, Inc.
|
834 | $204,563 | |
| 8 | DVLT |
Datavault AI Inc.
|
13,000 | $4,550 |
All Filings in MSFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,088,219 | 37,768 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,782,881 | 31,831 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,649,123 | 42,697 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $17,398,976 | 33,592 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,563,547 | 35,310 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,763,337 | 39,328 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||