Position in MSFT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$36,784,163
-$4,686,252 QoQ
Shares Held
99,371
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Sep 30, 2022CallValue
$93,160
CallShares
400
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 Mar 31, 2026GM Advisory Group, LLC holds $51,224,574 across 9 Software - Infrastructure names. MSFT ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
99,371 | $36,784,163 | |
| 2 | ORCL |
Oracle Corp
|
31,950 | $4,700,164 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,612 | $3,161,403 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,660 | $2,699,685 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
30,025 | $1,312,993 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,838 | $1,256,588 | |
| 7 | TWLO |
Twilio Inc
|
4,365 | $549,204 | |
| 8 | WEX |
WEX Inc.
|
3,177 | $486,208 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,784,163 | 99,371 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $41,470,415 | 85,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,370,805 | 68,290 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $34,616,751 | 69,594 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,948,677 | 58,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,028,872 | 57,008 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,002,116 | 53,456 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,119,382 | 51,727 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,153,853 | 52,657 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,645,191 | 49,583 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,846,565 | 47,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,370,098 | 48,071 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,225,248 | 38,936 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,227,264 | 34,306 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,160 | 400 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $8,066,258 | 34,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,737,613 | 34,021 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $3,000 | 400 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $11,139,548 | 36,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,177,474 | 36,208 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,218,190 | 36,245 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,136,807 | 37,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,284,014 | 35,136 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,982,876 | 35,891 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,451,781 | 35,429 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,196,927 | 35,364 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,115,205 | 38,775 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||