CALDWELL SUTTER CAPITAL, INC.

Position in MSFT — Microsoft Corp

CIK 702007 SAUSALITO, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,765,570

+$71,103 QoQ

Shares Held

7,414

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#4,083

of 6,189 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $3,732,850 across 13 Software - Infrastructure names. MSFT ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	7,414	$2,765,570
2	PANW	Palo Alto Networks Inc	1,126	$383,988
3	ORCL	Oracle Corp	1,605	$235,212
4	PLTR	Palantir Technologies Inc.	1,665	$194,255
5	NET	Cloudflare, Inc.	265	$64,999
6	TOST	Toast, Inc.	1,665	$46,320
7	CRWV	CoreWeave, Inc.	200	$19,908
8	VRNS	Varonis Systems Inc	153	$6,419

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,765,570	7,414	+1.9%	Shares	Sole	2026-08-05
2026-03-31	$2,694,467	7,279	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$3,533,327	7,306	-4.0%	Shares	Sole	2026-01-30
2025-09-30	$3,942,635	7,612	-12.1%	Shares	Sole	2025-10-29
2025-06-30	$4,305,580	8,656	-3.5%	Shares	Sole	2025-07-11
2025-03-31	$3,368,374	8,973	-4.3%	Shares	Sole	2025-04-16
2024-12-31	$3,951,984	9,376	-2.9%	Shares	Sole	2025-01-21
2024-09-30	$4,156,698	9,660	-3.5%	Shares	Sole	2024-10-25
2024-06-30	$4,473,969	10,010	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$4,188,267	9,955	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$3,904,423	10,383	-3.3%	Shares	Sole	2024-01-19
2023-09-30	$3,391,786	10,742	-2.8%	Shares	Sole	2023-10-25
2023-06-30	$3,764,669	11,055	+42.7%	Shares	Sole	2023-07-19
2023-03-31	$2,233,171	7,746	+27.8%	Shares	Sole	2023-04-25
2022-12-31	$1,453,788	6,062	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.