Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,307,062
+$738,481 QoQ
Shares Held
3,504
+128.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.40%
of 13F equity value
Holder Rank
#4,965
of 6,179 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clark Wealth Partners holds $1,677,040 across 14 Software - Infrastructure names. MSFT ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,504 | $1,307,062 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,320 | $154,004 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
352 | $67,156 | |
| 4 | FTNT |
Fortinet, Inc.
|
403 | $61,908 | |
| 5 | ORCL |
Oracle Corp
|
201 | $29,456 | |
| 6 | PANW |
Palo Alto Networks Inc
|
76 | $25,917 | |
| 7 | FFIV |
F5, Inc.
|
21 | $8,735 | |
| 8 | NTAP |
NetApp, Inc.
|
56 | $8,666 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,062 | 3,504 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $568,581 | 1,536 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $799,423 | 1,653 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $856,171 | 1,653 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $849,078 | 1,707 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $566,463 | 1,509 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $604,009 | 1,433 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||