Worthington Financial Partners, LLC

Position in MSFT — Microsoft Corp

CIK 2111427 WORTHINGTON, OH

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,865,166

+$457,951 QoQ

Shares Held

7,681

+18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.46%

of 13F equity value

Holder Rank

#4,027

of 6,179 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Worthington Financial Partners, LLC holds $6,864,505 across 6 Software - Infrastructure names. MSFT ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	7,681	$2,865,166
2	PLTR	Palantir Technologies Inc.	8,856	$1,033,229
3	SNPS	Synopsys Inc	2,240	$999,196
4	PANW	Palo Alto Networks Inc	2,000	$682,040
5	ZS	Zscaler, Inc.	4,817	$679,919
6	MDB	MongoDB, Inc.	1,801	$604,955

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,865,166	7,681	+18.1%	Shares	Sole	2026-07-21
2026-03-31	$2,407,215	6,503	+3.5%	Shares	Sole	2026-04-21
2025-12-31	$3,040,035	6,286	—	Shares	Sole	2026-03-05
No filing history on record for this holder in this stock.