COFG Advisors, LLC

Position in MSTR — Strategy Inc

CIK 2104330 OAK BROOK, IL

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$284,608

New position

Shares Held

3,274

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#549

of 863 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

COFG Advisors, LLC holds $1,505,065 across 5 Software - Application names. MSTR ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	7,506	$541,632
2	MSTR	Strategy Inc This page	3,274	$284,608
3	ADP	Automatic Data Processing Inc	1,151	$257,766
4	SNOW	Snowflake Inc.	845	$215,052
5	CRM	Salesforce, Inc.	1,315	$206,007

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,608	3,274	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.