Sun Financial Inc

Position in MSFT — Microsoft Corp

CIK 2067342 MIDVALE, UT

Position in MSFT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,287,731

+$308,062 QoQ

Shares Held

6,133

+14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#4,300

of 6,179 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sun Financial Inc holds $8,226,925 across 5 Software - Infrastructure names. MSFT ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	13,560	$2,587,044
2	MSFT	Microsoft Corp This page	6,133	$2,287,731
3	ORCL	Oracle Corp	9,221	$1,351,337
4	PLTR	Palantir Technologies Inc.	11,131	$1,298,653
5	PANW	Palo Alto Networks Inc	2,059	$702,160

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,287,731	6,133	+14.7%	Shares	Sole	2026-08-12
2026-03-31	$1,979,669	5,348	+4.9%	Shares	Sole	2026-05-15
2025-12-31	$2,465,978	5,099	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.