Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$72,017,852
+$3,495,314 QoQ
Shares Held
193,067
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#72
of 1,040 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. MSFT ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
21,346 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,017,852 | 193,067 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $68,522,538 | 185,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,758,294 | 183,529 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $88,296,490 | 170,473 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $83,207,242 | 167,281 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $59,625,446 | 158,836 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $67,391,527 | 159,885 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $64,182,687 | 149,158 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $68,285,467 | 152,781 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $60,113,735 | 142,883 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $53,374,741 | 141,939 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $40,271,386 | 127,542 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $39,969,860 | 117,372 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $31,530,506 | 109,367 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $24,206,711 | 100,937 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $23,269,737 | 99,913 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $26,782,232 | 104,280 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $32,304,721 | 104,780 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $32,990,637 | 98,093 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $26,544,177 | 94,155 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $24,444,932 | 90,236 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $20,031,019 | 84,960 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $18,840,975 | 84,709 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $17,359,165 | 82,533 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $16,185,964 | 79,534 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $12,136,888 | 76,957 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||