Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,414,172
-$228,073 QoQ
Shares Held
35,961
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#2,114
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$670,425
PutShares
1,500
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, 2026LVW Advisors, LLC holds $18,512,858 across 10 Software - Infrastructure names. MSFT ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,961 | $13,414,172 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,872 | $979,409 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,790 | $908,859 | |
| 4 | ORCL |
Oracle Corp
|
5,412 | $793,128 | |
| 5 | TWLO |
Twilio Inc
|
3,180 | $656,129 | |
| 6 | NET |
Cloudflare, Inc.
|
2,353 | $577,143 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,674 | $410,779 | |
| 8 | TOST |
Toast, Inc.
|
14,217 | $395,516 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,414,172 | 35,961 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,642,245 | 36,854 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $18,295,828 | 37,831 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,774,295 | 38,178 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $17,025,349 | 34,228 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,430,250 | 30,449 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,371,446 | 29,351 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $13,400,402 | 31,142 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $670,425 | 1,500 | Put | Sole | 2024-07-15 | |
| 2024-06-30 | $13,464,815 | 30,126 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,281,658 | 29,192 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,936,371 | 29,083 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,996,033 | 28,491 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,395,839 | 27,591 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,168,228 | 31,801 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,612,846 | 31,744 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $7,484,940 | 32,138 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,175,926 | 31,834 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,753,695 | 31,636 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,606,187 | 31,536 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,968,409 | 35,359 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,557,622 | 35,281 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $8,253,364 | 35,006 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $7,680,385 | 34,531 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,149,747 | 33,993 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,184,310 | 35,302 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,478,529 | 34,738 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||