Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$30,504,829
-$302,199 QoQ
Shares Held
81,778
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#1,371
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026CallValue
$783,342
CallShares
2,100
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, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. MSFT ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,342 | 2,100 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $30,504,829 | 81,778 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $179,480 | 50,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $30,807,028 | 83,224 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,563,186 | 5,300 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $50,816,371 | 105,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,835,332 | 111,662 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,710,884 | 5,450 | Put | Sole | 2025-08-19 | |
| 2025-06-30 | $2,109,018 | 4,240 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $60,494,506 | 121,619 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $88,875,382 | 210,855 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $103,315,030 | 240,100 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $123,835,989 | 277,069 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $122,617,581 | 291,447 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $102,218,201 | 271,828 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $92,024,390 | 291,447 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $94,793,395 | 278,362 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $89,718,671 | 311,199 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $74,565,553 | 310,923 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $78,836,646 | 338,500 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $64,530,846 | 251,259 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $83,600,719 | 271,158 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $96,045,592 | 285,578 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $79,001,594 | 280,227 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $73,199,347 | 270,208 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $64,120,712 | 271,963 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $41,901,032 | 188,387 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $47,055,863 | 223,724 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $36,403,661 | 178,879 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $28,142,872 | 178,447 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||