Jones Kertz & Associates, Inc.

Position in MSFT — Microsoft Corp

CIK 2104438 BLAINE, MN

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,956,010

-$233,972 QoQ

Shares Held

15,967

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#3,077

of 6,189 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Jones Kertz & Associates, Inc. holds $17,321,326 across 3 Software - Infrastructure names. MSFT ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	15,967	$5,956,010
2	ORCL	Oracle Corp	39,960	$5,856,138
3	PANW	Palo Alto Networks Inc	16,155	$5,509,178

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,956,010	15,967	-4.5%	Shares	Sole	2026-07-23
2026-03-31	$6,189,982	16,722	-0.9%	Shares	Sole	2026-04-24
2025-12-31	$8,157,702	16,868	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.