Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,617,174
-$1,063,625 QoQ
Shares Held
9,697
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#3,759
of 6,179 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$3,331
CallShares
9
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Strive Financial Group ,LLC holds $6,948,150 across 25 Software - Infrastructure names. MSFT ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
9,697 | $3,617,174 | |
| 2 | ORCL |
Oracle Corp
|
8,314 | $1,218,416 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,820 | $679,019 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,380 | $470,607 | |
| 5 | VRSN |
Verisign Inc/Ca
|
1,009 | $253,824 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
4,944 | $240,476 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
1,367 | $179,664 | |
| 8 | TWLO |
Twilio Inc
|
674 | $139,066 |
All Filings in MSFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,617,174 | 9,697 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,680,799 | 12,645 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,331 | 9 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $6,104,251 | 12,622 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||