Capital Advisors, Ltd. LLC

Position in MSFT — Microsoft Corp

CIK 1597878 SHAKER HEIGHTS, OH

Position in MSFT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,184,298

-$24,933 QoQ

Shares Held

16,579

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

#3,036

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $8,339,348 across 39 Software - Infrastructure names. MSFT ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	16,579	$6,184,298
2	ORCL	Oracle Corp	7,098	$1,040,211
3	PLTR	Palantir Technologies Inc.	2,330	$271,841
4	FTNT	Fortinet, Inc.	662	$101,696
5	RDWR	Radware Ltd	3,000	$92,580
6	TWLO	Twilio Inc	443	$91,404
7	SNPS	Synopsys Inc	181	$80,738
8	XYZ	Block, Inc.	904	$68,704

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,184,298	16,579	-1.2%	Shares	Sole	2026-07-16
2026-03-31	$6,209,231	16,774	-5.2%	Shares	Sole	2026-04-16
2025-12-31	$8,554,270	17,688	-5.3%	Shares	Sole	2026-01-21
2025-09-30	$9,673,752	18,677	+6.3%	Shares	Sole	2025-10-16
2025-06-30	$8,740,985	17,573	+3.6%	Shares	Sole	2025-07-24
2025-03-31	$6,364,737	16,955	-4.1%	Shares	Sole	2025-04-15
2024-12-31	$7,452,541	17,681	+0.9%	Shares	Sole	2025-02-04
2024-09-30	$7,540,577	17,524	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$7,863,191	17,593	+0.9%	Shares	Sole	2024-07-25
2024-03-31	$7,337,777	17,441	+1.0%	Shares	Sole	2024-04-18
2023-12-31	$6,495,338	17,273	+0.4%	Shares	Sole	2024-02-02
2023-09-30	$5,433,741	17,209	-0.8%	Shares	Sole	2023-10-27
2023-06-30	$5,910,071	17,355	+21.5%	Shares	Sole	2023-07-26
2023-03-31	$4,116,635	14,279	-16.9%	Shares	Sole	2023-05-03
2022-12-31	$3,406	17,183	+34.2%	Shares	Sole	2023-02-07
2022-09-30	$2,981,352	12,801	-5.2%	Shares	Sole	2022-11-09
2022-06-30	$3,467,718	13,502	-0.9%	Shares	Sole	2022-08-05
2022-03-31	$4,199,490	13,621	-9.0%	Shares	Sole	2022-05-09
2021-12-31	$5,034,037	14,968	+16.1%	Shares	Sole	2022-02-08
2021-09-30	$3,634,794	12,893	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$3,389,771	12,513	-0.5%	Shares	Sole	2021-08-10
2021-03-31	$2,964,336	12,573	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,796,486	12,573	0.0%	Shares	Sole	2021-02-10
2020-09-30	$2,644,479	12,573	0.0%	Shares	Sole	2020-11-03
2020-06-30	$2,558,731	12,573	-1.0%	Shares	Sole	2020-08-06
2020-03-31	$2,003,390	12,703	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.