Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,895,581
+$1,629,742 QoQ
Shares Held
15,805
+37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#3,098
of 6,218 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. MSFT ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,895,581 | 15,805 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,265,839 | 11,524 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,429,118 | 11,226 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,688,644 | 10,983 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,632,670 | 11,324 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,084,657 | 13,545 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,567,172 | 13,208 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,197,610 | 14,403 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,301,548 | 14,099 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,050,795 | 14,382 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,368,723 | 14,277 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,353,561 | 13,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,775,732 | 14,024 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,361,979 | 15,130 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,751,934 | 11,475 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,464,082 | 10,580 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,578,830 | 10,041 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,553,423 | 8,282 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,594,372 | 7,714 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,258,743 | 8,012 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,111,936 | 7,796 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,681,040 | 7,130 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,443,505 | 6,490 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,441,601 | 6,854 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,501,293 | 7,377 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $280,723 | 1,780 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||