Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$177,008,061
+$26,881,547 QoQ
Shares Held
474,527
+17.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#552
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2025CallValue
$49,741
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $242,262,088 across 22 Software - Infrastructure names. MSFT ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
474,527 | $177,008,061 | |
| 2 | PANW |
Palo Alto Networks Inc
|
69,952 | $23,855,030 | |
| 3 | ORCL |
Oracle Corp
|
109,275 | $16,014,250 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
79,883 | $9,319,949 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
47,064 | $2,244,775 | |
| 6 | ZS |
Zscaler, Inc.
|
14,808 | $2,090,148 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
93,145 | $1,833,093 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,960 | $1,290,037 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,008,061 | 474,527 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $150,126,514 | 405,561 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $190,443,268 | 393,787 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $183,190,109 | 353,683 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $159,979,490 | 321,625 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $49,741 | 100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $112,605,362 | 299,969 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $134,278,519 | 318,573 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $133,064,681 | 309,237 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,982,413 | 42,471 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $17,422,856 | 41,412 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,045,360 | 40,010 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $12,774,613 | 40,458 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,417,276 | 39,400 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $11,236,204 | 38,974 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $8,730,407 | 36,404 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $7,909,284 | 33,960 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $8,061,380 | 31,388 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,271,491 | 23,585 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $6,487,949 | 19,291 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,655,434 | 5,872 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,215,528 | 4,487 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $996,835 | 4,228 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,074,733 | 4,832 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,391,543 | 6,616 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,066,799 | 5,242 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $616,172 | 3,907 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||