Burton Enright Welch

Position in MSFT — Microsoft Corp

CIK 2105919 WALNUT CREEK, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,103,153

-$17,009 QoQ

Shares Held

8,319

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#3,949

of 6,194 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Burton Enright Welch holds $4,431,731 across 3 Software - Infrastructure names. MSFT ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,319	$3,103,153
2	ORCL	Oracle Corp	4,596	$673,543
3	FTNT	Fortinet, Inc.	4,264	$655,035

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,103,153	8,319	-1.3%	Shares	Sole	2026-07-17
2026-03-31	$3,120,162	8,429	+2.7%	Shares	Sole	2026-05-04
2025-12-31	$3,968,102	8,205	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$4,072,640	7,863	+4.0%	Shares	Sole	2026-03-09
2025-06-30	$3,759,424	7,558	+14.9%	Shares	Sole	2026-03-09
2025-03-31	$2,469,315	6,578	-1.0%	Shares	Sole	2026-03-09
2024-12-31	$2,799,603	6,642	+0.4%	Shares	Sole	2026-03-09
2024-09-30	$2,845,573	6,613	-0.4%	Shares	Sole	2026-03-09
2024-06-30	$2,968,641	6,642	-3.7%	Shares	Sole	2026-03-09
2024-03-31	$2,900,864	6,895	-3.6%	Shares	Sole	2026-03-09
2023-12-31	$2,688,686	7,150	-3.9%	Shares	Sole	2026-03-09
2023-09-30	$2,348,548	7,438	-11.0%	Shares	Sole	2026-03-09
2023-06-30	$2,845,552	8,356	+4.5%	Shares	Sole	2026-03-09
2023-03-31	$2,304,670	7,994	+5.8%	Shares	Sole	2026-03-09
2022-12-31	$1,811,840	7,555	+9.1%	Shares	Sole	2026-03-09
2022-09-30	$1,613,065	6,926	+3.2%	Shares	Sole	2026-03-09
2022-06-30	$1,722,815	6,708	+3.4%	Shares	Sole	2026-03-09
2022-03-31	$2,000,006	6,487	-2.4%	Shares	Sole	2026-03-09
2021-12-31	$2,235,519	6,647	—	Shares	Sole	2026-03-09
No filing history on record for this holder in this stock.