Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$52,795,012
+$3,760,073 QoQ
Shares Held
141,534
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#1,027
of 6,233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$74,604
CallShares
200
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, 2026Chicago Partners Investment Group LLC holds $106,651,859 across 34 Software - Infrastructure names. MSFT ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
141,534 | $52,795,012 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
72,096 | $13,754,835 | |
| 3 | ORCL |
Oracle Corp
|
45,004 | $6,595,336 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
31,209 | $3,641,154 | |
| 5 | FTNT |
Fortinet, Inc.
|
20,971 | $3,221,565 | |
| 6 | VRSN |
Verisign Inc/Ca
|
11,225 | $2,823,761 | |
| 7 | PANW |
Palo Alto Networks Inc
|
6,308 | $2,151,154 | |
| 8 | FFIV |
F5, Inc.
|
4,888 | $2,033,212 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,604 | 200 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $52,795,012 | 141,534 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $49,034,939 | 132,466 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $59,337,755 | 122,695 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,883,273 | 121,408 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $58,094,006 | 116,793 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $42,136,776 | 112,248 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $44,299,228 | 105,099 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,595,345 | 92,018 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $40,921,848 | 91,558 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $38,455,490 | 91,404 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $33,123,483 | 88,085 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $28,001,025 | 88,681 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $28,811,727 | 84,606 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $22,817,791 | 79,146 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $17,778,336 | 74,132 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,667,255 | 71,564 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,605,182 | 68,548 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,896,018 | 67,776 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $22,370,997 | 66,517 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $18,516,223 | 65,679 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,153,929 | 63,322 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,787,965 | 62,722 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $12,786,036 | 57,486 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $11,253,496 | 53,504 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,099,028 | 54,538 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,151,083 | 51,684 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||