Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,189,547
-$181,904 QoQ
Shares Held
32,678
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#2,219
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 Jun 30, 2026CallValue
$186,510
CallShares
500
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, 2026Cornerstone Advisory, LLC holds $22,255,962 across 7 Software - Infrastructure names. MSFT ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,678 | $12,189,547 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,137 | $3,456,919 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
15,092 | $2,879,327 | |
| 4 | ORCL |
Oracle Corp
|
14,277 | $2,092,294 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,319 | $970,577 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,771 | $425,681 | |
| 7 | APPN |
Appian Corp
|
10,551 | $241,617 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,510 | 500 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $12,189,547 | 32,678 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,371,451 | 33,421 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $185,085 | 500 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $15,525,169 | 32,102 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,754,128 | 32,347 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $15,703,731 | 31,571 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,761,344 | 31,331 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,614,450 | 32,300 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $14,193,875 | 32,986 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,412,795 | 32,247 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,537,979 | 34,555 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,794,761 | 34,025 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,149,468 | 32,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,747,782 | 31,561 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,040,624 | 34,827 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,218,631 | 34,270 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,516,381 | 32,273 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,015,406 | 31,209 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,220,023 | 42,879 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $11,830,055 | 35,175 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $10,120,364 | 35,898 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,879,451 | 36,469 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,525,777 | 31,920 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,866,104 | 30,870 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $6,140,793 | 29,196 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,581,464 | 27,426 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,045,852 | 19,313 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||