Chatterton & Associates Inc.

Position in MSFT — Microsoft Corp

CIK 2102688 ANAHEIM, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,204,481

-$262,132 QoQ

Shares Held

3,229

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#5,067

of 6,194 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Chatterton & Associates Inc. holds $2,177,938 across 4 Software - Infrastructure names. MSFT ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	3,229	$1,204,481
2	PANW	Palo Alto Networks Inc	1,116	$380,578
3	FTNT	Fortinet, Inc.	2,002	$307,547
4	ORCL	Oracle Corp	1,947	$285,332

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,481	3,229	-18.5%	Shares	Sole	2026-07-14
2026-03-31	$1,466,613	3,962	+17.0%	Shares	Sole	2026-04-20
2025-12-31	$1,637,537	3,386	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.