Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,112,132
-$5,639,911 QoQ
Shares Held
99,491
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#1,232
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 Dec 31, 2024CallValue
$379,350
CallShares
900
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, 2026Van Hulzen Asset Management, LLC holds $56,255,843 across 9 Software - Infrastructure names. MSFT ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
99,491 | $37,112,132 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,856 | $7,794,353 | |
| 3 | QLYS |
Qualys, Inc.
|
27,342 | $3,759,251 | |
| 4 | ORCL |
Oracle Corp
|
11,815 | $1,731,488 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
8,108 | $1,546,884 | |
| 6 | PRGS |
Progress Software Corp /Ma
|
36,055 | $1,210,726 | |
| 7 | NET |
Cloudflare, Inc.
|
4,675 | $1,146,684 | |
| 8 | RBRK |
Rubrik, Inc.
|
14,104 | $1,132,269 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,112,132 | 99,491 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,752,043 | 115,493 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,077,295 | 109,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,972,266 | 108,065 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,105,275 | 108,774 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,292,861 | 107,336 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $59,397,780 | 140,920 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $379,350 | 900 | Call | Sole | 2025-02-10 | |
| 2024-09-30 | $60,200,260 | 139,903 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,612,319 | 169,174 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $78,309,455 | 186,132 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $70,581,579 | 187,697 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $59,474,670 | 188,360 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $50,851,476 | 149,326 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $42,878,282 | 148,728 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $29,672,688 | 123,729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,466,129 | 117,931 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $29,574,744 | 115,153 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $31,877,712 | 103,395 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $29,586,406 | 87,971 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,295,347 | 47,160 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,883,462 | 47,558 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,129,758 | 47,206 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,125,671 | 59,013 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,260,044 | 63,044 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $20,507,702 | 100,770 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $14,351,294 | 90,998 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||