Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$44,527,024
+$504,187 QoQ
Shares Held
119,369
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#1,114
of 6,179 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, 2026CallValue
$37,302
CallShares
100
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, 2026Joel Isaacson & Co., LLC holds $56,953,933 across 8 Software - Infrastructure names. MSFT ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
119,369 | $44,527,024 | |
| 2 | ORCL |
Oracle Corp
|
20,696 | $3,032,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,760 | $2,888,749 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
14,888 | $2,840,407 | |
| 5 | NET |
Cloudflare, Inc.
|
9,602 | $2,355,178 | |
| 6 | MDB |
MongoDB, Inc.
|
1,986 | $667,097 | |
| 7 | DBX |
Dropbox, Inc.
|
15,000 | $412,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,527,024 | 119,369 | Shares | Sole | 2026-08-04 | |
| 2026-06-30 | $37,302 | 100 | Call | Sole | 2026-08-04 | |
| 2026-03-31 | $44,022,837 | 118,926 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,025,085 | 117,913 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $55,005,772 | 106,199 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $50,151,860 | 100,826 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $36,839,273 | 98,136 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $40,798,249 | 96,793 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $40,977,899 | 95,231 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $32,697,074 | 73,156 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $30,319,607 | 72,066 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,790,327 | 68,584 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,045,369 | 66,652 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $22,082,316 | 64,845 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,315,122 | 63,528 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,986,351 | 62,490 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $14,105,588 | 60,565 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,098,265 | 58,787 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,866,872 | 57,951 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $19,164,522 | 56,983 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $15,848,978 | 56,218 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $13,891,210 | 51,278 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $11,839,897 | 50,218 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,707,076 | 48,139 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $9,385,555 | 44,623 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $9,186,034 | 45,138 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $6,708,037 | 42,534 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||