Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$21,655,676
-$1,305,969 QoQ
Shares Held
58,055
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#1,624
of 6,193 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. MSFT ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,655,676 | 58,055 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $22,961,645 | 62,030 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $26,050,191 | 53,865 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $28,622,434 | 55,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,569,738 | 57,437 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,367,120 | 51,592 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,867,015 | 56,624 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $24,909,206 | 57,888 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $25,461,400 | 56,967 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $27,059,868 | 64,318 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $18,928,724 | 50,337 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $15,409,863 | 48,804 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $16,475,324 | 48,380 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $12,789,852 | 44,363 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $9,928,547 | 41,400 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $9,616,207 | 41,289 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $10,152,745 | 39,531 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $12,156,045 | 39,428 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $13,355,939 | 39,712 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $11,447,924 | 40,607 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $11,167,851 | 41,225 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $10,338,278 | 43,849 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $9,854,985 | 44,308 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $9,436,034 | 44,863 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $8,840,067 | 43,438 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $6,817,645 | 43,229 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||