Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,141,908
+$2,877,634 QoQ
Shares Held
247,016
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#772
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2022CallValue
$102,732
CallShares
400
PutValue
$30,683
PutShares
200
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, 2026Mutual Advisors, LLC holds $131,147,171 across 14 Software - Infrastructure names. MSFT ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
247,016 | $92,141,908 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,392 | $8,912,654 | |
| 3 | ORCL |
Oracle Corp
|
57,288 | $8,395,556 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,960 | $7,623,768 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,527 | $7,000,117 | |
| 6 | NET |
Cloudflare, Inc.
|
9,550 | $2,342,424 | |
| 7 | FIVN |
Five9, Inc.
|
59,099 | $1,259,990 | |
| 8 | SNPS |
Synopsys Inc
|
2,272 | $1,013,471 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,141,908 | 247,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $89,264,274 | 241,144 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,105,513 | 223,534 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $110,562,642 | 213,462 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $108,952,188 | 219,039 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $85,418,868 | 227,547 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $88,193,817 | 209,238 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $91,186,594 | 211,914 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $91,362,390 | 204,413 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $95,895,130 | 227,931 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $81,796,972 | 217,522 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $65,316,992 | 206,863 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,956,634 | 196,619 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $56,428,094 | 195,727 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $47,321,282 | 197,320 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $43,691,574 | 187,598 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $41,932,634 | 163,270 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $30,683 | 200 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $102,732 | 400 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $50,175,910 | 162,745 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $53,036,655 | 157,697 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $43,838,841 | 155,501 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,030,243 | 151,459 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,661,627 | 151,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $35,003,347 | 157,375 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,459,836 | 163,837 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $32,232,117 | 158,381 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $21,976,257 | 139,346 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||