Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,803,511
-$1,107,021 QoQ
Shares Held
18,239
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#2,890
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026SYM FINANCIAL Corp holds $12,342,313 across 15 Software - Infrastructure names. MSFT ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
18,239 | $6,803,511 | |
| 2 | ORCL |
Oracle Corp
|
6,987 | $1,023,944 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,261 | $654,574 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,144 | $539,344 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,238 | $494,447 | |
| 6 | SNPS |
Synopsys Inc
|
1,019 | $454,545 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,908 | $364,017 | |
| 8 | PANW |
Palo Alto Networks Inc
|
974 | $332,153 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,803,511 | 18,239 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,910,532 | 21,370 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,670,465 | 19,996 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,722,082 | 20,701 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,408,595 | 22,936 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,952,637 | 21,185 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,363,622 | 22,215 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,504,363 | 8,144 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,503,641 | 7,839 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,944,619 | 6,999 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,908,183 | 10,393 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,909,320 | 9,214 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $567,680 | 1,667 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $385,745 | 1,338 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $758,310 | 3,162 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $828,658 | 3,558 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $866,287 | 3,373 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,069,835 | 3,470 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,097,748 | 3,264 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $924,415 | 3,279 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $886,655 | 3,273 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $795,723 | 3,375 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,007,117 | 4,528 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $959,946 | 4,564 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $982,953 | 4,830 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $832,077 | 5,276 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||