Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$34,960,926
-$193,008 QoQ
Shares Held
93,724
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#1,265
of 6,179 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 Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$42,150
PutShares
100
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $40,909,180 across 22 Software - Infrastructure names. MSFT ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
93,724 | $34,960,926 | |
| 2 | ORCL |
Oracle Corp
|
11,689 | $1,713,022 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,488 | $1,597,252 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,712 | $924,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,881 | $686,136 | |
| 6 | XYZ |
Block, Inc.
|
2,880 | $218,880 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
5,296 | $135,524 | |
| 8 | NET |
Cloudflare, Inc.
|
530 | $129,998 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,960,926 | 93,724 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $35,153,934 | 94,967 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $73,540,708 | 152,063 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $76,220,486 | 147,158 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $72,640,761 | 146,038 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $54,859,869 | 146,141 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $61,502,751 | 145,914 | Shares | Sole | 2025-01-16 | |
| 2024-12-31 | $42,150 | 100 | Put | Sole | 2025-01-16 | |
| 2024-09-30 | $62,465,360 | 145,167 | Shares | Sole | 2024-10-04 | |
| 2024-09-30 | $43,030 | 100 | Put | Sole | 2024-10-04 | |
| 2024-06-30 | $64,932,449 | 145,279 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $61,453,308 | 146,067 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $54,869,124 | 145,913 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $45,605,351 | 144,435 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $94,725 | 300 | Put | Sole | 2023-10-13 | |
| 2023-06-30 | $49,742,677 | 146,070 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 | $102,162 | 300 | Put | Sole | 2023-07-14 | |
| 2023-03-31 | $26,516,680 | 91,976 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $23,198,028 | 96,731 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $23,074,101 | 99,073 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,252,809 | 98,325 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $30,510,665 | 98,961 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $32,702,075 | 97,235 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $27,618,292 | 97,965 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $26,354,506 | 97,285 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $22,006,064 | 93,337 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $20,583,191 | 92,542 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $18,430,797 | 87,628 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $17,500,435 | 85,993 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $12,405,626 | 78,661 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||